Discover how to develop meaningful custom reports using Salesforce, and share those reports using several methods, including automated emails.
- [Christopher] Hi, I'm Christopher Matthew Spencer, and welcome to Salesforce: Custom Reports. In this course, we'll be exploring how to develop meaningful reports within Salesforce. We'll be covering key topics such as data quality, report types, and using the Drag and Drop Report Builder. I'll explain how to develop the different formats like a pro. I'll share how I boost report performance, how I format reports for clarity, and help provide greater team insights. And I'll discuss time-tested practices used by top adminstrators, including how to share reports with other users and groups, managing folders and permissions, and subscribing to reports.
I've designed this course to help you work smarter with Salesforce reports, provide value to your other team members, and streamline the reporting process. With that in mind, let's get started.
- Capturing quality data
- Report formats
- Working with report folders
- Tabular, summary, and matrix reports
- Using formulas
- Custom report types
- Boosting report performance
- Sharing reports