In previous posts for this reporting series, we briefly mentioned Report Charts and how not all report formats in Salesforce can utilize Report Charts. Reports with a Tabular format cannot…
Tag: Reporting
Reporting pt. 6: Bucket Fields
In previous posts for this reporting series, we learned about Report Types and Formats. Today, we will be creating Bucket Fields, also known as Bucket Columns, in Salesforce. What…
Reporting pt. 1: Report Types and Formats
One of the most important, and sometimes underutilized, features of Salesforce is reports. Salesforce reports can quickly group and display data in a variety of ways. By using different report…
OpenAir Executive Dashboards and Reporting
Projects are the foundation of service delivery. Being able to effectively deliver on those projects is the goal of every service organization. NetSuite OpenAir provides the tools not only to…