Reports & Dashboards

Configuration

• Different Report Types
• Enable Floating Headers on Reports While Scrolling
• Report and Dashboard User Interface Settings
• Salesforce Formula Operators & Functions
• Understanding Disregard in Statistics

Access

• Report Folder Sharing Options

How To

• Basic Dashboards
• Build a Custom Report - Single Object
• Build an Appointments Report
• Build Basic Report on Appointments Canceled in the Last 30 Days
• Creating a Count field on an object for better reporting
• Edit Existing Report Type to add new Custom Fields

See all 18 articles

Troubleshooting

• Appointment Result Reporting "Count" Fields
• Enable Disregard in Statistics for Follow-up Appointment Results
• Error Message: Resolving 'Dashboard Running User is Inactive'
• Error Running User for Dashboard Inactive - How To Resolve
• How To - Remove Error From a Report
• Schedule a Report - Not able to select Users to send to

See all 7 articles