cts - reports and dashboards
TRANSCRIPT
8/19/2019 CTS - Reports and Dashboards
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ANALYTICS :
REPORTS
Arianne Mae Cruz
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Agenda
• What and When of Reports
• Report Types
•
Report Filters• Troubleshooting – common issues
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BUILDING REPORTS
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What are reports?
• Simply, reports are lists or summaries of your
data.
• It allows you to aggregate and analyze your
data in different ways.
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Building Reports
• What do you want to see?
• What type of report is needed?
•
Who will use/run the report?• What data is in the system?
• How many objects will the report pull from?
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REPORT FORMATS/ TYPES
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Report Formats
• Tabular - Tabular reports are the simplest and fastest way to look at
data.
• Summary - Summary reports are similar to tabular reports, but
also allow users to group rows of data, view subtotals, and createcharts.
• Matrix - Matrix reports are similar to summary reports but allow you
to group and summarize data by both rows and columns.
• Joined - Joined reports let you create multiple report blocks that
provide different views of your data. Each block acts like a “sub-report,”
with its own fields, columns, sorting, and filtering.
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Report Types
• Standard Report Types – out of the box
report types
• Custom Report types – If you select that object A may or may not have object B, then all subsequent objects
automatically include the may-or-may-not association on the custom report type
– Blank fields display on report results for object B when object A does not have object
B. For example, if a user runs a report on accounts with or without contacts, then
contact fields display as blank for accounts without contacts.
– On reports where object A may or may not have object B, you can't use the OR
condition to filter across multiple objects.
– The Row Limit option on tabular reports shows only fields from the primary object on
reports created from custom report types where object A may or may not have object
B. on to filter across multiple objects.
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FILTERING REPORTS
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Filtering your Report
Filter Choices
Field Filter - Field filters are available for reports, list views, workflow rules,
and other areas of the application. For each filter, set the field, operator,
and value.
Filter Logic - Add Boolean conditions to control how field filters are
evaluated. You must add at least one field filter before applying filter logic.
Cross Filter - Filter a report by the child object using WITH or WITHOUT
conditions. Add sub filters to further filter by fields on the child object.
Row Limit - For tabular reports, select the maximum number of rows to
display, then choose a field to sort by and the sort order. You can use a
tabular report as the source report for a dashboard table or chart
component, if you limit the number of rows it returns.
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Filtering your Report
Filtering on Text Fields
– Separate terms using commas
– Is not case sensitive
Filtering on Date Fields
– Use locale format
– Allows special date values: TODAY, NEXT WEEK, NEXT YEAR etc..
Filtering on Numeric Fields
– Place quotation marks around numbers or other data that includes commas
– To search for phone numbers, include the exact phone number formatting or
example, Phone starts with (561).
Filtering on Picklist Values – multi-select picklist fields, use a semicolon between values to specify an exact match.
– If you change the label for a picklist value that is used as a filter criteria, the picklist
value is automatically removed from the filter criteria.
– If the changed picklist value was the only value specified for a particular filter, it will
continue to show up in your filters, but an error will display.
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FAQs - Reports
• Who can run reports? – Users with Run reports permission
– Users who has access to the folder where the report is saved
• What data is visible on a report? – Depends on the following:
• Profile level access
• Record level access
•
Role
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TroubleshootingCommon
Issues
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Insufficient Privileges Error
• Insufficient Privileges Error for Inaccessible Report Types
ü https://org62.my.salesforce.com/kA030000000Zn0I?lang=en_US
• "Insufficient Privilege" error message when opening a reportü https://org62.my.salesforce.com/kA030000000PDf0?lang=en_US
• Report inaccessible or producing Insufficient Privileges error
in Portal or Communityü https://org62.my.salesforce.com/kA030000000lqFw?lang=en_US
• Why do Portal Reports receive an 'Insufficient Privileges'
error or are missing columns?ü https://org62.my.salesforce.com/kA030000000PDSu?lang=en_US
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Missing Records
• Why am I missing records in my report?ü https://help.salesforce.com/apex/HTViewSolution?urlname=Why-am-I-missing-records-in-
my-report&language=en_US
• Why is my report not displaying all Activities?ü https://help.salesforce.com/apex/HTViewSolution?urlname=Why-is-my-report-
not-displaying-all-Activities-Tasks-and-Events&language=en_US
• Different results between Opportunities with a StandardReport Type and a Custom Report Type
ü https://help.salesforce.com/HTViewSolution?id=000004564&language=en_US
• Role Hierarchy best practices in relation to Activity andOpportunity reports
ü https://help.salesforce.com/apex/HTViewSolution?urlname=Best-practices-around-role-hierarchy-in-relation-to-activity-and-opportunity-reports&language=en_US
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Report Performance
• Top 10 Ways to Run Reports Fasterü https://developer.salesforce.com/docs/atlas.en-
us.salesforce_reportperformance_cheatsheet.meta/salesforce_reportperformance_cheats
heet/reportperformance_cheatsheet.htm
•
Tuning Inefficient Reportsü https://org62.my.salesforce.com/kA230000000ZMLY?lang=en_US
• How to escalate a report/dashboard performance case to
Tier 3ü https://org62.my.salesforce.com/kA230000000PDbu?lang=en_US
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• Missing recipient – scheduled reportsü https://help.salesforce.com/apex/HTViewSolution?urlname=Schedule-Reports-Dashboards
-to-be-sent-to-individual-users-when-the-Report-Dashboard-Folders-are-restricted&language=en_US
• Add up to 4 columns to a Dashboard Tableü https://help.salesforce.com/apex/HTViewSolution?urlname=Add-up-to-4-columns-to-a-
Dashboard-Table&language=en_US
• Scheduled Reports Limitations Considerationsü https://help.salesforce.com/apex/HTViewSolution?urlname=Scheduled-Reports-
Limitations-Considerations&language=en_US
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Resources
• Chatter Grouphttps://org62.my.salesforce.com/0F9300000008Ohg
• Weekly Knowledge Updatehttps://org62.my.salesforce.com/ _ui/core/chatter/topics/TopicPage
?name=Weekly+Knowledge+Update&ref=hash_mention
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Thank You!