Friday, 5 April 2019

Lightning Basics Post 3- Reports

Reports and Dashboard provides insights into your data.

With the help of new lightning report and builder tool, you can build reports/dashboard easily. We can add filters on data to get refined data as per our business need.
Example, you might want to create report to see all closed/won opportunities in current quarter


Access:-


Reports and Dashboards are stored in folder. Report folders determines who can access the report. We can give access to individual user, role, role and subordinate and public group on the folder.



New features in Reports


•Resize Columns to fit content
We can reduce/increase any column width depending on our need.


Resize Columns

•Group by rows/columns
We can do grouping by rows or columns. In this report by i have done row wise grouping as Account name and stage as column by grouping.


Group by stage column and account name by rowwise
















Report quick search
Search box in reports








•Conditional Formatting
Conditional formatting can be added in reports to display your data in different color 
satisfying some conditions.



Joined Report

We can build joined report in lightning easily. We can create Joined report to analyze data across multiple report types (like Opportunities with Products joined to Cases with Assets) or getting multiple, simultaneous views of an object (like Closed Won Opportunities alongside Closed Lost Opportunities).

Supported features

  • Convert existing report into joined report.
  • Add 5 blocks
  • Rename/Reorder blocks

Does not support below features in lightning

  • Subscriptions
  • Export
  • Open in Quip
  • Conditional Formatting
  • Currency picklist selector

Please check my video with detailed steps here

Reference URL