The overhaul of the Report and Dashboard Tabs in Lightning has been thrilling now that everything looks beautiful and engaging. While this is true, there are tools in the reporting toolbox that are often underutilized. Mastering the full range of reporting options is critical for Report and Dashboard creators to be able to produce meaningful measures of the health and success of our organizations. From there, it is through the combining of features that we truly can produce the most powerful reporting solutions! In this session we will explore the purpose and use cases for Custom Report Types, Row Level Formulas, Joined Reports, Historical Trending Reports, Dashboard Filters, Lightning Tables, and Embedded Analytics. David Carnes will walk us through a description of each feature, followed by business scenario where they are used and a live demo. By understanding these features, you can begin combining concepts and truly mastering Reports and Dashboards.
David Carnes is Founder and CEO of OpFocus, Inc. a 50 person business operations consulting shop that works with SaaS companies across the US and Canada. He has been consulting and teaching on Salesforce since 2005. David regularly speaks and tweets on Reports and Dashboards, has 7 Salesforce certifications and is a Lightning Champion.
Make sure you register for the meeting link when you receive your confirmation email so you have access at meeting time.
CEO - Opfocus
CEO and Founder of OpFocus, Inc. | Salesforce Evangelist
Tasktop Technologies Incorporated
Director of Revenue Operations
Salesforce Solution Architect