Know that Vale had an overview of the reports on dashboard let's first start analyzing what does the
report build.
And how do we use it.
Good luck.
Just a quick recap from the previous lecture.
Your report is a collection of information and it will organize the presentation of data with regards
to a particular object on with its related objects and you have certain criteria defined for the report
and basically that a full type of reports and Salesforce tableau Report Summary Report metrics support
and joint reports and a detailed decision of all these we'll be doing it in the forthcoming lectures.
Now let's concentrate more on the report below.
OK the stacked with well before working on the reports on dashboards in your application and reports
on dashboards do your adblock that you know how do we make it happen.
Use the all tab options and then use the customized my tabs so that you can add those steps with the
tab bar and as the name says the report stamp is all about boards and dashboards is all about her dashboard
and very much you can access the dashboard information as well in that report step.
So once you click on the report step this is what you see on the left you'll see all the folders that
got arranged and the significance of these folders creating these folders is more flawed a grouping
the reports and providing access to a particular team say for example sales team and they have seven
reports which is related to their team.
So you know you create all those reports and then put it in a folder called the sales team report and
you get you can get access to the folder for the whole team for the whole team can access all the reports
that got that particular folder and going forward.
Any report that you add in the folder automatically the team will get access.
So for the last three I understand us more for managing their boards in a more efficient manner.
As you can see here these are the full does that are available by default.
Now you are your lesson folders folders like with respect to you and this one is for dashboards my personal
dashboard and then these are the folders that I had by default.
Whereas like these are the Central Standard reports folder that you have say for example sales reports
these are the reports that do have leads.
These are the reports with respect to leaders.
These are the reports with respect to support.
So support does more of cases and solutions.
So you have these reports campaigns with respect to marketing administrative reports activity reports.
So you have different reports grouped under different folders so you can very much use all these standard
reports if it matches your criteria very much create new reports estimate and even for the folders you
have options here you can create a new folder which is a report folder that you can group all your reports
and a dashboard folder where and you can group all your dashboards and you have a copy of what NCR for
creating a new report and creating a new dashboard.
Now let's concentrate more on reports so click on your report.
Once you click on your report the first option that you'll get is for selecting the report type.
So what does that report type the report type does you.
What does the object based on which the report has built.
It can be one single object are a primary object with its related objects.
Say for example the report type can be accounts meaning which the report is based on it's generated
on the outcomes information on the report type can be outcomes and context meaning which accounts with
this related contact information.
Are accounts and cases meaning which account with its related cases information.
So a report type can be one single object are on object with its related other objects and like other
competence and says false even report types we have what standards report types and the custom report
types.
So what you see here these are the standard report types and you can very much create custom report
types meaning which we go for custom report types when we want to generate a report and that report
type is not there.
So what will you do.
You can create a custom report and then dedicated puts out.
And these are report types as we see here.
Even they are grouped under a folder structure.
So icons and context as it says in this report I was accounts so you can generate a report based on
account information and does context and accounts account with partners account with account teams and
all you have multiple other report types the standard report types similarly for opportunities opportunities
the that the related other objects for customer support reports the support like we know he does very
much on cases and solutions.
So these reports are very much a burden on cases and solutions leads related to leads campaign's activities
you know you have all these standard report types which are available and selecting a report type is
mandatory for a report.
That report has to have a report type and it is very much understandable that we can generate multiple
reports with that same report type.
So for us to be allowed to select the report type say for example outcomes in our scenario go create.
And this opens up data port buildup.
So a report delivers more of a drag end up tool for accessing a data very easily read it quickly and
then you can create new reports and also edit existing ones and you have multiple options in using your
report.
Let's do one by one there is a left narrow section and right white section the left narrow section gives
the information of all the feeds and the fields displayed here depends on the report type.
So the report type that we selected as icons.
So it is giving me all the fields related to accounts as we can see here.
And these fields for quick retrieval you have food does out here that in this really list only the text
fields this will is done only the number fields this bill is only that date fields and if you want all
the fields to be listed go you can click on it and you also have a quick find where and you can easily
build out the Oh you can for picking feels very easily OK thumbing through the right white section as
we can see here there are options fooled us.
Sure.
And the date field.
So what these options are under threat does you can add new fields through does say for example you
want to create reports and that is created in a particular date range then you can use as a date field
what you want to create a particular account the report which belongs to a particular type.
Say for example I say the type the type equals what about a value and type is a big list so I am automatically
getting that lookup icon.
So once you can click on the icon you can see all the fields that got associated with the value type
so you can say I like prospect customer direct customer channel instead select perfect and you can go.
OK.
So no I do not see a new filter has got added and that it seems like type equals which is what type.
Similarly you can add multiple food us.
So one of the filter.
I don't wanna go into one of equals.
No let me give my name.
OK so I know I should be the donor.
And similarly you can add multiple filters say OK all right.
And you know like you also have value you can add multiple other filters aspect and you have something
called as a threat that logic.
So why does it through that logic you just know that every time it does the end scenario it can be all
scenarios aspect.
Say for example I want to create reports then the type equals this are just created by me Rachel in
both scenarios what I can do is I can use a filtered logic and I can say there's not a 1 and 2 it is
1 or 2.
So this is the concept of full dead logic next CROSSFIRE does you can use this far.
You know in case you want to generate reports of other objects expert say accounts that are without
end featured on the related objects with four icons like these are other related objects.
So do a list on all the related objects with that primary object.
And you can use this for your last word.
So this is the concept of filter that would give cancer.
So this is the concept of filters and our role of it.
Yes.
You don't really limit this option is available.
That and you want that top fire comes out the top 10 icons you know you want to restrict the report
result by the number of records that you displace.
So that is the limit.
So these options you know why we are discussing in specific about these options are because these options
are pretty much common for any type of robot that is generic.
All right.
So that's a D and B plus I understand how large a board building is.
And then we move on to each of the report type and we'll see like how do we basically build it.
So Nelson does yes fine.
And what next.
She'll she'll my accounts my teams college or all accounts then whether you want to generate a report
on my accounts me accounts created by me.
So if I generate it he give me all the accounts created by me if you will generate it create all the
reports generated by you.
If John Smith he did evade it you generate the reports that is created by John Smith.
Knows my accounts will be specific to that person who runs the report.
My team's accounts means like Mike Mike called my team's accounts people waterboarding to meet locals
means in all accounts.
I don't know if you want to include a criteria on the date.
Say for example create a date at the last modified it say to basically include all the date fields that
are there and yet object and valid it can be the standard say for example current fiscal year previous
was cleared or not.
What if you wanted to find some hardcoded dates then you can also use this custom option.
No I think you can gladly does very much over the information that we did in the previous sections then
we discussed about that the company set up in the very initial sessions you know we discussed about
how do we set up the financially for the company how do we set up the holidays for the company.
Right.
We set up those genetic information so you fix the date from that fiscal year.
So the fiscal year that are defined by you form the company may be taken into account here.
So that's what it is like that in fiscal year previous fiscal year.
So that totally depends on what you have configured what you have set up in the company set up so you
have all these entity options that are available and I guess custom you can very much use this option
of custom.
OK.
So this is all about that top section coming to the bottom section.
What does MVC here this really say is like it's a preview.
OK.
And here do you have options of selecting the report formats.
So as we know that our full report far medicine sets forth the tabular summary magics and joint so you
go to select which would report form in which you want to generate the report.
So by default you may need a boat comes in tablet form.
And if you want to change go to let somebody form it automatically changes with somebody from.
And if you want to add some fields you can very much add them created ideas you've got ADD oh here I
go name I'll go on site revenue type you know like you can pretty much add all these information if
you want to remove all columns remove all the columns it'll do more like columns you want to add more
you can very much add a field over here OK so now that we have added all these fees and it doesn't this
somebody form it similarly we can change it.
The market experiment are designed to farm it.
All right.
So this this is where you define Lake which farmer which report farm into your report is all about going
back to the tablet farm it and these report farmers will be discussing in detail in their forthcoming
lectures.
Let's concentrate more on the genetic options that we have out here.
And this tells you like a runner report means it the report based on the criteria the report will be
on.
Let me take off this as we do not have any records out here.
Let me make it all time.
And let me also make it all accounts.
OK.
So now that we have some 10 records a look here and this is something that is very important to understand.
So what we see seen this window it is just a preview of your report data.
So that's what it tells you like you know 10 required might not be the actual information.
OK.
So ten dry goods is just a preview of how the overall report would be.
Because once you select the report Farm Act once you put in all the criteria it does just showing you
a snapshot of the actual report.
So that is what does call this preview.
So do stand guard and or do more to rely on this information because it is just a preview of what the
actual report is.
So once you have selected the full Des once you have selected all the criteria the date criteria and
other factors.
No one wants a farmer does find ones have selected all the fields that are to be in the field does finally
like you got to select and run the report so click on crime to report.
And this is what we show you the actual output.
And here it does when you tend to like that.
So the preview has sacked as it should the 10 records might mean already way more on generally in real
time animal you run records when we run the reports and give me more information it could be there more
a number of records they fall in a particular right by the preview we will be sure to flush 10 or the
flows to.
And when you when you would run a report it shows show you the actual data and here again it has consolidated
all the information that you have in your report Buda like in order to summarize to buy you does not
summarize to buy any of the fees so she'll all accounts.
And what is that timeframe that you have selected.
And here again like you have run report what you want to do with that report Heidi is Heidi does will
pretty much you know hide all those details and it would just give you accommodate a class and you know
at this point of time and all know that like after seeing the after running the report after seeing
the actual report.
Now if you want to again customize that report you can click on customize that to take you to the report
below you can make it make the necessary modifications you can again run the report and see if matches
your criteria and predictably view if you want to have a predictable view of the report you can see
the printable view and you can very much download that file and this is how it looks like it as you
like which a board who has generated that and what information and all those.
And finally exploded export details will basically export the details of the report into one particular
form it will say excellence lists CSP.
So you know you can export all the details you do the exact excel file and use it for good purpose.
And once you are convinced with the report that you have generated that it matches their exact requirements
you can go save the report.
So save us say my desk to report and report description it does you like why you have generated the
report for whom you have basically generated the report and the report should always you on the link
folder so you go to select which folder Richard belonged to let's say like my personal custom report
and save so from then on you can access that report I give them my personal custom report option.
Similarly again created different folders for different scenarios and you get group reports accordingly.
So this is all about the report builder the report Building 2 and the forthcoming sessions will understand
how do we create tableau report somebody reports of joint boards and we'll talk more dashboards estimate.