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

• Add a Report Formula
• Add Report Filters
• Add Specific Users To Schedule Report Out To
• Basic Dashboards
• Bucket Fields in Reports
• Build a Custom Report - Single Object

See all 20 articles

Troubleshooting

• Appointment Result Reporting "Count" Fields
• Enable Disregard in Statistics for Follow-up Appointment Results
• Error Running User for Dashboard Inactive - How To Resolve
• Remove Error From a Report
• Schedule a Report - Not able to select Users to send to
• Troubleshooting - Why Can't I Schedule a Dashboard to be Emailed?