Salesforce Advance Administrator Notes (Report)
May13

Salesforce Advance Administrator Notes (Report)

Reports Report types and how they’re used: Tabular reports are the simplest and fastest way to return your data in a simple list view format. Keep in mind that tabular reports can’t be used to create dashboard components. Summary reports return your data with subtotals and other summary-level information. Summary reports are great for showing average dollar values for closed won opportunities by salesperson or number of cases by status by support representative. Matrix reports show data summaries against both horizontal and vertical criteria; for example, total sales per sales rep per year by quarter. Joined report format lets you view different types of information in a single report. A joined report can contain data from multiple standard or custom report types. Custom Report Types A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Reports display only records that meet the criteria defined in the report type. You can create custom report types from which users can report on your organization’s reports and dashboards. When defining a custom report type, select Reports or Dashboards from the Primary Object drop-down list on the New Custom Report Type page. Choose the primary object your new report type will support, then give it a name and a useful description. Mark it as “in development” until you’re ready to make it available for users to create reports.   1.     Report Type2.     Report Name   You can choose from all objects—even those you don’t have permission to view. This lets you build report types for a variety of users. Once you save a report type, you can’t change the primary object. If the primary object on a report type is a custom object, and the custom object is deleted, then the report type and any reports created from it are automatically deleted. If you remove an object from a report type, all references to that object and its associated objects are automatically removed from reports and dashboards based on that type. A custom report type’s Deployment Status changes from Deployed to In Development if its primary object is a custom object whose Deployment Status similarly changes. A developer can edit a custom report type in a managed package after it is released, and add new fields. Subscribers automatically receive these changes when they install a new version of the managed package. However, developers can’t remove objects or fields from the report type once the package is released. When you delete a custom report type, any reports based on it are also deleted. Any dashboard components created from a report based on a deleted custom report type display an error...

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