Creating reports in Salesforce isn’t a really complicated process. The reports are created on top of 1 or more Salesforce objects. it’s the pliability of applying filters and joining data sets to make sophisticated reports. The interface is named the Report builder.
Go to the Reports icon within the left bar menu of the Lightning Experience Home Page. Follow the steps below to make a report.

Step 1

Click on Create New Report. Upon clicking, the subsequent screen appears. we elect Accounts and click on Create.

How to create Reports and Dashboards in Salesforce

Step 2

In this step ,we define certain settings for the report and obtain the resulting rows. we elect “My Accounts” from the dropdown Show. It brings all the records owned by the creator of the report. Next we elect the created date filter as All Time as shown below. We proceed by saving the report with the name – Accounts report.

Step 3

Now, we’ll apply a filter to the above report. Click on the Add filter option within the white space slightly below the date filed filter. Choose the sector Billing State/Provinces. Choose the adequate to operator and sort the worth NY within the next text box. This filters out the row for NY as shown below.

Salesforce – Dashboards

Dashboards provide more insights than reports as they combine the info from many reports and show a summarized result. watching many reports at a time gives the pliability of mixing the results from them quickly. Also summaries in dashboards help us choose action plans quicker. The dashboards can contain charts, graphs and Tabular data.
Let us now see the steps to make a dashboard.

Step 1

Go to the Dashboard button on the left menu bar within the Salesforce Home Page. Now, click on the New Dashboard and therefore the following window appears. Fill within the name and outline .

Step 2

Next we add components to the dashboards. Components are graphical objects which present the summarized or tabular data with visual indicators like colors, etc. In our case we add two components as shown below.
Choose the chance Amount by Stage report and present it as a line chart.

Similarly, we elect another component to be added. Choose the report Leads Converted All Time as shown below.

Step 3

In this step, we see both the components are visible within the dashboard. we will resize the components for better visibility. And there’s still more place for extra components.

So, this brings us to the end of blog. This Tecklearn ‘How to create Reports and Dashboards in Salesforce’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:
https://www.tecklearn.com/course/salesforce-certification-training-admin-201-and-app-builder/

Salesforce Certification Training: Admin 201 and App Builder

About the Course

Salesforce Certification Training course will help you pass the Salesforce Administrator Exam (Admin 201) and the Salesforce App Builder (Dev 401) Exam. Concepts on Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard can be mastered in this Salesforce Training course. You can also configure the platform, manage users, find better ways to use the platform’s features, build applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master App builder, Apex, Visualforce, etc.

Why Should you take Salesforce Admin 201 and App Builder Training?

• As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
• More than 200,000 companies worldwide use Salesforce platform. Salesforce leads the CRM market with 19.5 percent of market share – Forbes.
• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista.

What you will Learn in this Course?

Salesforce Fundamentals

• Introduction to CRM concepts and Cloud computing
• Salesforce.com Overview and Fundamentals
• Understanding Salesforce Platform

Understanding Salesforce Platform

• Understanding Salesforce Terminologies and Introducing the force.com platform
• Understanding Salesforce Metadata and API
• Describe the capabilities of the core CRM objects in the Salesforce schema
• Identify common scenarios for extending an org using the AppExchange
• About Salesforce Certification

Introduction to Sales Cloud

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management

Security Model, User Management and Its Features

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile Management
• User Actions
• Assigning Permission
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Object, Record and Field Level Features

• Custom Object
• Custom Field
• Data Types
• Relationship among Objects
• Working with App and Tabs

Data Handling and Processing

• Data Import and Export with Salesforce
• Insert, Update and Delete Data with Salesforce
• Export Data with UI
• Export Data using Data Loader Tool

Deployment

• SandBox
• Moving Data from SB to Production – Deployment
• Types of SandBox
• Change Sets
• Types of Change Sets

Application Cycle

• Milestones
• Sandboxes
• Change Sets
• Packages

Reports and Dashboards

Declarative Implementation in Salesforce

Salesforce Development and Apex Programming

• Apex Programming
• Apex Classes
• Apex Settings
• SOQL – Salesforce Object Query Language
• DML Commands
• Apex Class in Detail
• Apex Triggers
• Apex Testing
• Access Specifier in Salesforce
• Testing

Lightning in Salesforce

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Visual Force in Salesforce

• Standard Visualforce controller and controller extensions,
• Visualforce Page
• Understanding the MVC Pattern
• Tools for Visualforce Development
• Visual Force Components

WorkFlows in Salesforce

• Work Flows in Salesforce
• Types of Work Flows
• Work Flows Rules

About Preparation of Salesforce 201 and App Builder Certification exams

Got a question for us? Please mention it in the comments section and we will get back to you.

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