Basic Reports Training is aimed at Users who want to get the most from their data using the basic reporting functionality of Salesforce. This course will help you understand which datasets and formats to use and how to create filters to get meaningful results, along with creating Charts and using reports in Dashboards.
This training is planned for Carmichael House, but if restrictions prevent this, we will change to an Online Webinar
- Recap on some essentials: Objects, fields and relationships
- Selecting the objects for your reports ·
- Report Formats and Filters
- Dashboards and Scheduled Reports