What is the difference between reports and dashboards in Salesforce?
A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. If you have access to a folder, you can view its dashboards.
How do you create dashboards and reports in Salesforce lightning?
Create a Dashboard
- Click the Dashboards tab.
- Click New Dashboard… button.
- Name the dashboard as Construction and click on Create.
- Click the +Component button on the top of the page and select the Supplies report.
- Select the Vertical Bar Chart component and click Add.
- Click the Save button and then Done.
What is the difference between dashboards and reports?
A report is a more detailed collection of tables, charts, and graphs and it is used for a much more detailed, full analysis while a dashboard is used for monitoring what is going on. A dashboard answers a question in a single view and a report provides information.
How do reports work in Salesforce?
A Salesforce report is a list of data generated based on predefined criteria. They can be displayed in either rows or columns and be public, shared, hidden, and read-only or with write access. The benefit of reports in Salesforce is being able to quickly and easily understand the data within the system.
What are reports and dashboards?
A report is a more detailed collection of tables, charts, and graphs and it is used for a much more detailed, full analysis while a dashboard is used for monitoring what is going on. The behavior of the pieces that make up dashboards and reports are similar, but their makeup itself is different.
What is report and types of reports in Salesforce?
The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats.
What is dashboard in Salesforce?
Dashboards in Salesforce are a graphical representation of Reports. It shows data from source reports as visual components. These components provide a snapshot of key metrics and performance indicators of the organization at a glimpse.
What are Salesforce report types?
The four types of Salesforce reports are Tabular, Matrix, Summary, and Joined. They will allow your Salesforce administrator to pull, send, and review the data in your Salesforce account in different formats. Below, we’ll expand on what each type of report is and how it displays the data.
What are dashboards and reports?
Dashboards contain a collection of charts and tables on a range of related topics whereas reports contain charts and tables on a single topic. As such, dashboards typically offer a high-level overview of a subject, and reports tend to be more granular and narrow in focus.
