How to build an actual report.
Report Build
Get started with Dashboards
Custom dashboards allow you and your users to get a far better understanding of what’s going on in your organization.
Creating a custom report type
Maybe it’s a custom object that you created but you can’t figure out how to create a report on it. Or maybe you want a report that shows you related objects but you can’t find the right one in that long list of built-in reports. Either way, it can be incredibly useful to learn the […]
Bucket Fields for Salesforce Reports
Bucket Fields can save you a ton of time, while making your reports more understandable for you and your team. Today’s video takes you through the basics of using bucket fields on an opportunity report. Useful Links: Video – Reporting Basics Salesforce Help Page for bucket fields Trailhead module on report building in Lightning