Reports and Dashboards
How to Build a Dashboard
Objectives Get familiar with dashboard feature and terminology Create a dashboard with the Dashboard Builder What is a Dashboard? Reports make it easy to access and visualise data to make it insightful and actionable. Dashboard take it one step ...
Share, Schedule, and Subscribe to Reports
Objectives Understand how to share reports using folders Schedule and subscribe to reports Report Visibility and Folders To make sure that the right team members have access to the right data and reports, you can use reports visibility options and ...
Objectives Understand what Filter Logic is and when to use it Understand how to add Filter Logic to your reports What is Filter Logic? If you have more than one filter in a report, adding filter logic will let you specify conditions for your filters ...
How to Build a Report
Objectives Gather the information needed to build a report Create a new report using the Report Builder Report Requirements When you create a report, the criteria you enter is essentially a question you are asking, and the results returned are the ...
Overview: Reports & Dashboards
Objectives Understand the differences between report, dashboard and report type. Get familiar with Report and Dashboards features and concepts. Reports and Dashboards provide the answers to the questions which are important for an ...