Reporting in Lightning Experience Training Course and Workshop in Bangalore, Mysore, Chennai, Hyderabad, Pune, Mumbai, Delhi, Noida, Gurgaon, Kolkata

The Reporting in Lightning Experience training course will teach you to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is also provided to help you better analyze your business.

By attending Reporting in Lightning Experience workshop, delegates will learn to:

Work with standard reports.
Establish a report building process.
Build custom reports using different reporting formats in Lightning.
Group and summarize reports in Lightning.
Use field filters and filter logic.
Add charts and conditional highlighting.
Create dashboards in Lightning.

A solid understanding of basic Salesforce concepts and functionality

This Reporting in Lightning Experience class is designed for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Reports Tab, Folders, and Formats

Navigate the Reports Tab to Find Suitable Reports
Create Custom Folders in Classic to be Used in Lightning
Describe the Different Formats of Reports
Run and Modify Existing Reports

Using the Report Builder

Establish a Report Building Process
Navigate the Report Builder
Create Custom Reports Using a Standard Report Type
Use Filters and Filter Logic
Export Your Report

Summarize Your Data

Understand the Difference Between a Summary and Matrix Report
Use Bucket Fields to Segment Your Data
Use Custom Summary Formulas to Perform Calculations on Your Report Data

Getting More Insight from Your Data

Add Conditional Highlighting to a Report
Create Charts to Display Summary Data
Schedule and Email a Report to Run

Dashboards

Articulate What a Dashboard Is
Understand the Benefits of Creating Dashboards in Lightning
Create a Dashboard Using the Dashboard Builder

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