Skip to main content Back CRM Cloud Mastery Sign up Create account

Reports & Dashboards That Get Used

Reports that are correct and dashboards somebody actually opens — including how to show a trend in an org that keeps no history.

  • Intermediate
  • 22 lessons
  • 7 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Turn a vague request into a question a report can answer
  • Build reports that are correct, and explain why another one disagrees
  • Show a trend in an org that was never configured to keep history
  • Design a dashboard around a decision rather than around the data
  • Govern a reporting estate so people know which numbers to trust

Course content

7 sections · 22 lectures · 6 hands-on labs

Two people, one dataset, two different answers 2 lectures
  1. 1.1 The Board Pack Said Ninety-Eight And The Regulator's Method Said Ninety-One
  2. 1.2 What A Report Is Actually For: Four Jobs, And Only One Of Them Is The Board Pack
Getting the question before you build anything 3 lectures
  1. 2.1 A Report Request Is Never A Request For A Report
  2. 2.2 Grain: One Row Is One What?
  3. 2.3 The Report Brief, And The Three Questions That Kill Half The Requests
Reports that are correct 5 lectures
  1. 3.1 The Report Type Is The Boundary Of The Question
  2. 3.2H Hands-On: A Custom Report Type For Repairs And Their Appointments Hands-on
  3. 3.3 Filters That Lie: Relative Dates, Time Zones, Blank Against Zero, And The Value That Stopped Existing
  4. 3.4 The Arithmetic That Goes Wrong Quietly
  5. 3.5H Hands-On: Reproducing Rhodri's Disputed Number Three Ways Hands-on
Showing a trend in an org that keeps no history 3 lectures
  1. 4.1 Your Org Remembers Almost Nothing
  2. 4.2 Computing In The Report Instead Of In The Object
  3. 4.3H Hands-On: A Reporting Snapshot That Will Still Be Right In A Year Hands-on
Dashboards, and the list somebody actually opens 4 lectures
  1. 5.1 A Dashboard Is Not A Page Of Charts
  2. 5.2 Chart Choice, And The Five Ways A Correct Chart Still Misleads
  3. 5.3H Hands-On: Maud's Board Dashboard Hands-on
  4. 5.4H Hands-On: The Monday-Morning List Oriel Opens Hands-on
Who sees which number 2 lectures
  1. 6.1 Two Visibilities, Constantly Confused
  2. 6.2H Hands-On: A Folder Structure That Survives You, And Proving What Rhodri Sees Hands-on
The estate, and where next 3 lectures
  1. 7.1 The Report That Times Out
  2. 7.2 Four Hundred And Twelve Reports And The Ones Nobody Has Opened
  3. 7.3 The Quarterly Reporting Review, And Where Next

Requirements

  • CORE-110 Platform Administrator, or equivalent hands-on experience
  • A free Developer Edition org

Description

Two people run a report on the same dataset and get two different answers. That is the problem this course is about. It starts before the report builder — with getting the question — and then covers reports that are correct, the perennial problem of showing a trend in an org that keeps no history, dashboards that get opened, and who is allowed to see which number.

It ends with the estate: what happens when an org has four hundred reports and nobody knows which are trusted. It deepens the Data and Analytics Management domain of the Platform Administrator exam and carries no exam of its own.

Who this course is for

  • Administrators and analysts whose reports are questioned, and anyone who owns an org's numbers.

Skills you'll practise

ReportsDashboardsReport typesHistorical trendingData visualisationReporting governance

Related reading