5 Lightning Report and Dashboard Tips for Salesforce Super Use

From running as a representative to being an stop-user, reports have frequently been the principle topic for all stages of control in the businesses I have labored in. One of the main elements why businesses use Salesforce is the capacity to get the maximum understanding of how groups are performing, the usage of the least variety of clicks. Salesforce Lightning has opened doors for analysts, administrators and users to tell a better story with statistics. If you're new to Salesforce, or your agency has currently made the transfer to Lightning, here are 5 hints you may use to get extra out of Lightning Reports and Dashboards. Click Here - https://hicglobalsolutions.com/ If You Are Looking For Salesforce Implementation Partners.

1. Interactive Filters

Do you have got exceptional groups segregated by way of us of a, vicinity, or enterprise? Lightning Reports allow users to choose filters that remember to them. Whether it's miles viewing reports by means of a time period, sales teams or different fields to allow teams to understand overall performance and traits.

For example, you are building a Global Dashboard which all stages of managers in distinct roles can get admission to. A Director that is managing teams from distinct international locations can sincerely employ dashboard filters to exchange perspectives among usa groups to visually examine how they're doing. What is exquisite, similarly, is that data sharing inside the position hierarchy is respected; for instance, a Country Manager with position hierarchy access sure to statistics for the US . They're answerable for will simplest be viewing only facts related to his/her group.

To start building filters in Dashboards:

•Click on + Filter and search for the sphere which you want to filter out by means of.

•Input the Display Name you wish to set to your filter out, the use of Filter Values to filter values by means of.

•Input the Display Text if you want to reveal a textual content exclusive from the value in Salesforce.

2. Stacked Summaries

With the improved Lightning Report Builder, Stacked Summaries are enabled via default. Users can without difficulty summarise a widespread quantity of information for quicker evaluate and evaluation.

For example, if you need to show the variety of possibilities which can be Closed Won, as well as the sub-general of Closed Won opportunities by way of every united states of america, that’s feasible with Stacked Summaries activated at the lowest of your file web page. You can view file count by each united states, every possibility proprietor or different sub-overall counts that the report is grouped via

3. Build Reports Using Columns and Rows

Users can now choose which rows and columns to show, with the choice to change rows and columns to view what works best. Take for example you are building a file with possibility proprietor as your rows, and possibility revenue as your columns. While building the file, you found out the listing of opportunity owners may be more suitable to display as columns to enable printing with the relaxation of your files into an annual record. You can definitely hit the “Swap Rows and Columns” to keep time, in place of dragging fields one after the other to make this alteration!

4. Filter On-the-fly with Dynamic Reports

Users do now not need to edit the whole file in the event that they want to view it with a extraordinary filter out carried out. With the Lightning Report Filter feature, customers can easily modify filters after the document is administered as they wish, while maintaining the stored document filters intact. Et’s say you have got furnished get admission to to a document throughout the top management of your business enterprise. Different stakeholders in the control crew want to toggle different perspectives of the record themselves, to fulfill their interests. Rather than saving more than one variations of the equal file, you may surely create a filter and go away the filter cost clean. This way, users than developing a Dynamic Report which viewers can input filters and run reports quick – it prevents other users from edits to the principle shape of the document. A win-win for everyone!

5. Light vs. Dark Mode for Lightning Dashboards

To differentiate additives in a Lightning Dashboard, customers can transfer between light or darkish mode according to component, or even a one-of-a-kind color palette in order that report visitors can be drawn to the most essential data.