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Trailhead

Explore Lightning Experience Reports & Dashboards

Salesforce via Trailhead

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Overview

Solve complex reporting challenges in Salesforce.
  • Visualize key business metrics in real-time using Lightning Experience.
  • Track key business information for your stakeholders with reports and dashboards.
  • Build an app for sales reps in the field. No code required.

Syllabus

  • Reports & Dashboards for Lightning Experience
    • Get to Know Lightning Reports and Dashboards
    • Create Reports with the Report Builder
    • Filter Your Report
    • Format Your Report
    • Visualize Your Data with the Lightning Dashboard Builder
  • Create Reports and Dashboards for Sales and Marketing Managers
    • Create Report and Dashboard Folders
    • Create a Simple Custom Report
    • Filter Your Reports
    • Group and Categorize Your Data
    • Use Summary Formulas in Your Reports
    • Manage Reported Data
    • Visualize Your Data
  • Quick Start: Lightning App Builder
    • Create Your First Page
    • Add More Components
    • Add Quick Actions and Activate the App

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