Advanced Salesforce

Reporting
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Housekeeping

Fire%Alarm%procedure%
Facili/es%
Course%length%
Feedback%forms%
Ques/ons%during%and%a:er%
Workshop%based%approach%

About Us
We%are%a%social%enterprise%
Salesforce%implementa/on,%training%and%
support%

Introduction and Goals

Please%introduce%yourself%
Tell%us%a%specic%goal%you%have%for%today%

Course Goals
BeDer%Reports%
Working%mainly%with%opportuni/es,%but%the%skills%
learned%applies%to%all%objects%

BeDer%Dashboards%
Increase%user%adop/on%

Applicability
Salesforce%Repor/ng%skills%are%useful%for%all%
objects%and%all%organisa/on%types%
Even%if%we%don t%cover%the%exact%objects%you%
or%your%organisa/on%use%daily,%98%%of%what%
you%learn%today%is%applicable%
If%you%want%training%on%your%setup,%we%can%
come%to%your%oce%to%train%your%team%

Logging In
Poten/ally%up%to%three%dierent%orgs%
Training%Org%(safe),%Sandbox%/%Development%(safe),%
your%Produc/on%(not%safe)%
Changes%to%your%produc/on%can%aect%other%users%
I%will%make%sugges/ons%as%when%to%be%in%which%

If%you%break%your%org,%its%your%responsibility!%

Reporting

Power%of%One%
Matrix%Reports%
Opportunity%Stage%Reports%
Opportunity%Pipeline%Trend%Reports%
Further%trend%repor/ng%
Custom%Report%Types%
Cross%Filtering%
Joined%Reports%
User%Adop/on%

Quick Recap
Tabular%Report:%list%all%open%opportuni/es%
Summary%Report:%using%the%same%report,%
group%by%Accounts%
Sum%the%Amount%eld,%and%note%the%number%of%
total%Opportuni/es%

Power of One
%%%Run%a%report%that%can%sum%the%value%of%
opportuni/es,%the%number%of%opportuni/es,%
and%the%number%of%accounts.%You%will%need%a%
custom%eld%that%equals%the%number%1%to%do%
this.%

Matrix Reports
%A%summary%report%groups%horizontally,%a%
matrix%report%groups%horizontally%and%
ver/cally.%
Matrix%report:%Opportuni/es%by%stage%and%
country%
Matrix%report:%by%stage%and%close%date%
Group%by%Calendar%Week%and%Calendar%Month%

Opportunity History Reports

Opportunity%History%%tracks%changes%made%to%
amount,%etc.%
Matrix%report%of%From%Stage%/%To%Stage,%with%
summed%amount%and%average%dura/on%
(Op/onal)%Summary%Report%grouped%by%From%
Stage,%ltered%by%To%Stage%=%Closed%Lost,%and%
Stage%Dura/on%is%average%

Opportunity Trend Reports

Background%snapshot%rst%of%each%month%on%
your%pipeline%by%stage%
Tradi/onally%run%as%Matrix%report,%with%stage%
name%on%le:%and%as%of%date%on%top.%

Analytic Snapshots
Allows%you%to%have%a%snapshot%of%your%data%
saved%on%a%regular%basis%
You%must%setup%this%up%before%you%need%it!%
Third%Party%tools%()%do%even%more%

Report Types
What%are%standard%report%types?%

Predetermined%combina/ons%of%related%objects%and%elds%

Custom Report Types

Select%combina/ons%of%objects%not%available%
with%standard%report%types%
Create%"with%or%without"%rela/onships%
Limit,%reorganize,%or%rename%the%elds%
available%in%the%wizard%and%the%report%builder%
interface,%and%make%select%elds%default%

Salesforce Org
Make%sure%you%are%in%the%training%
environment%or%sandbox%%not%your%
produc/on%org.%

CRT Exercise 1
Create%a%CRT%that%joins%several%records%using%
the%with%or%without%report%type%h%Accounts%
with%or%without%Opportuni/es.%And%when%
doing%so,%we%want%to%
remove%elds%from%the%report%interface%
rename%elds%for%the%report%interface%
make%several%elds%default%to%being%on%the%report%

CRT Exercise 2
Run%a%report%of%all%contacts%and%related%cases,%
lis/ng%the%support%agent s%phone%number%with%
the%case%
Experiment%with%elds%related%via%lookup.%

CRT Takeaways
Report%Types%are%templates%from%which%you%build%
your%custom%reports.%Create%CRTs%to%
Report%on%related%objects%not%available%with%standard%
report%types%
Build%"with%or%without"%reports,%or%
Remove,%rename,%or%reorganise%elds%available%when%
building%a%report %%
Include%elds%from%related%objects%not%directly%in%the%
report%(i.e.%'related%list'%elds)%

CRT Final Considerations

Must%have%permission%to%create%CRTs%
Custom%elds%added%automa/cally%to%exis/ng%
standard%report%types%
Custom%elds%are%NOT%added%automa/cally%to%
custom%report%types%
Must%be%added%manually%a:er%custom%eld%
crea/on%

Cross Filtering
Accounts%%
without%Opportuni/es%
without%Closed%Won%Opportuni/es%
without%Closed%Won%Opportuni/es%in%the%last%3%
months%

Joined Reports
Allows%mul/ple%reports%to%be%joined%as%Blocks%
(max%5%blocks)%
Common%eld%can%be%used%for%grouping%
Examples%
All%accounts%with%open,%and%all%accounts%with%
closed%won%opportuni/es%
All%accounts%with%open%opportuni/es%and%open%
cases%

User Adoption
Custom%links%on%HomePage%
Visualforce%page%of%Reports%
Too%Many%Reports!%
Lock%down%folders%
Weekly%clean%out%of%unled%public%reports%
Run%Report%on%Reports%h%delete%reports%not%being%
run%

Dashboards
Dynamic%Dashboards%
Dashboard%Filters%

Thank You
Please%ll%out%feedback%form%
We%oer%addi/onal%courses%
Addi/onal%(and%free)%training%materials%at%our%
website,%Training%>%Free%Training%