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Approach Reporting Like Never Before: Hands-On Deep Dive

 

Thanks for attending my session at TrailblazerDX 2024. Here are some follow-up resources. Feel free to comment on this post to ask questions, connect with each other, and keep the conversation going. Happy reporting!

 

  1. Slide Deck
  2. Blogs and Online Sessions
    1. Reportforce.blog - home of the Ultimate Guide to Report Types series (start reading from the bottom)
    2. The Hidden Functionality of Custom Report Types - from Admin Hero Brent Downey
    3. Dashboard Dōjō - hosted by David Carnes
  3. Trailhead
    1. Reports & Dashboards: Quick Look module 
    2. Reports & Dashboards for Lightning Experience module
    3. Filter Report Data project
    4. Evaluate Report Data with Formulas project
    5. Create Reports and Dashboards for Sales and Marketing Managers project
    6. Embed Dashboards and Report Charts on Lightning Pages project
    7. Lightning Experience Reports & Dashboards Specialist superbadge
  4. Documentation
    1. Create a Custom Report Type
    2. Design the Field Layout for Reports Created from Your Custom Report Type
    3. Hide/Show Report Types in Lightning
    4. Filter Across Objects with Cross Filters
    5. Limits on Report Types

#TrailblazerDX #Reports & Dashboards #Reports #Reporting #Report 

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