Reporting Fundamentals

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce’s existing reports as well as the Salesforce reporting toolset, designed to help you customize existing reports and create your own reports. Information on building dashboards and enhancing your reports using formulas and filters is provided to help you analyze your business.

Course Outline

Reports Tab, Folders and Formats

  • Navigate the reports tab to find suitable reports

  • Create report and dashboard folders

  • Describe the different formats of reports.

  • Run and modify standard reports

Using the Report Builder

  • Understand the importance of a report building process

  • Explain what a report type is

  • Determine when to use a standard report versus a custom report using a standard report type

  • Print and Export your report

Summarize Your Data

  • Understand the difference between a Summary and a

Matrix Report

  • Use bucket fields to segment your data

  • Use custom summary formulas to perform calculations on your report data

Getting more Insight from your Data

  • Add conditional highlighting to a report

  • Create charts to display summary data

  • Schedule and email a report to run


  • Articulate what a dashboard is

  • Understand the concept of the running user

  • Create a dashboard using the Dashboard Builder

  • Understand drill downs, snapshots and push alerts


Reporting Fundamentals is designed for all users, including Sales and Service Managers, business analysts and administrators who need to use Salesforce reports to analyze their data.