In the prior blog post, we started to learn about Report Permissions in Salesforce and what abilities the various permissions granted to users. Today, we’ll continue to learn about report…
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Tag: Reporting
Salesforce Report Permissions pt. 1
In previous Report Series blog posts, we’ve discussed many aspects of creating and modifying reports, including Report Types and Formats, Report Charts, Custom Reports, and many other topics. However, we…
Reporting pt. 10: Custom Reports
In previous posts for this reporting series, we learned about Report Types and Formats. But what if you need additional information on a report that isn’t provided by the standard…
List View Display Options
In Salesforce, there are many different ways to view information. Below we will review the 3 different list views in Salesforce: Table, Kanban, and Split View. First, to switch between…
Reporting pt. 9: Report Chart Types Continued
In the previous post for this reporting series, we learned about 4 out of the 8 Report Chart Types in Salesforce. In addition, we also learned how to select different…
Reporting pt. 8: Report Chart Types
In the previous post for this reporting series, we learned how to add a chart to a report. Today, we’ll be learning about some of the different Salesforce Report Chart…
