Reports & Dashboard

Reports & Dashboard


  1. Understand the differences between Dashboard and Report 
  2. Be able to work and use these environments.

Understand what are Dashboard and Report?

Work efficiently by answering to any questions asked. Note that a question will be usually asked to build a report. 
Before talking about reports and dashboard, you might be looking at the questions typically asked and write the requirements to organize these requirements in order to report criteria.

Let's see an example:

Make your work crystal clear and be more efficient by creating reports and dashboards. These will give you detailed insights helping you, whatever your position, to take the good actions at the right time.

With this example, you may be wondering what means “criteria”, they will determine the filters, the fields to display, how you want to organize it, or even the layout (type, format…) of the report.

Ready to go further?

Now let’s talk about the report.

What is a report?

When you look at a report, it appears exactly as the accounts or contacts objects, meaning a list of records which depends of the defined criteria. Get easily the data you need by filtering, grouping etc…
Do you prefer to get a visual overview of the list?
 Feel free to display your records graphically in a chart!

When you create a report, note that it will be stored in a folder.
The report folders can be public, hidden/private or shared and therefore you can determine how they are assessed, or who have the access to view, edit or manage them.

To sum up, when you create a report folder, you can control who has the permission to access to the content, if you allow your entire organization to access it or make it private, allowing only the owner to access. 

Do you need some more help? If needed you can still look at our article "How to create and manage a Report?" or even watch our short support video below!

What is a report type?

When you want to create a report, the first step is to create a record type.
To create easily your reports, select a report type which is a kind of template. The report type determines the fields and records available for use when creating a report.
The templates are based on the relationship between a primary object and its related ones.

For instance, if you select “Accounts and Hotel”, “Accounts” will be the primary object and “Hotel” will be related to it. 

If you don’t see the fields you want with the predefined template, feel free to customize your report!

report created
Here is how a report appears when created.

Start to work with Dashboards 

Are you more visual? If yes, working with dashboard is the best for you!

What is it? 

First, note that a dashboard is a visual display of key metrics. Dashboards are closely connected with reports: for each dashboard components, there is a single source of report.
However, you might use several times the same reports for different dashboard components on a single dashboard page.

How to work with dashboard?

Working with dashboards will help you to create an efficient visual display.
Exactly as seen above concerning the reports, dashboards are stored in folders. Thereby, you can determine who has the access to these folders in order to view, edit or manage them. 
Be careful, to access to the dashboard components, make sure you have the access to the report used. 
A running user is dedicated to each dashboard with specific security settings. These settings determine the data displayed in the dashboard. The dashboard viewers may see the data based on the user security settings, regardless of their own ones. Therefore, select the running user wisely.

For example, when creating a dashboard, if the running user is the sales manager, it will allow his/ her team members to view this dashboard, and not the other teams. 

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