Reporting

Reporting Introduction

Creating Reports in Salesforce

• Reports in Lightning are very different than Classic, with a more modern look and feel
• Good way to create new reports is to clone an existing one

Creating Joined Reports in Salesforce

• Joined reports allow you to join data together from multiple report types

Creating Custom Report Types

• Creating a report with three related objects (Accounts, Contacts, Cases) will generally require creating a new Report Type
• When creating a new Report Type, first we select the Primary (A: Accounts) object, then additional (B: Contacts, C: Cases)
• Can select specific fields to be included in the report wizard, but in general it is best to leave all fields included
  • Can also specify which fields are selected by default when creating a new report from that record type

Lightning Experience Charts

• Lightning Experience charts are available from List Views