Tag: Reports and Dashboards in Salesforce

1. Create a Custom Report Type. 2. Create a report with the custom report type created. Cheers!!!

1. Go to Report Types. 2. Create a new Lead Report Type. 3. Save the Custom Lead Report Type. 4. Click "Edit Layout". 5. Select "Add fields related via lookup". ....

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. If the running user is a specific user, all dashboard viewers see data ....

1. Open the Dashboard. 2. Select "Post Snapshot to Dashboard Feed" from the menu. 3. Enter the comments and click "Ok". Output: Cheers!!!

colDt_s and colDt_e are used to dynamically pass From and To date in Time Frame section in Report in Salesforce. Sample Code: String reportURL = '/{!ReportId}?colDt_s={!DateField}&colDt_e={!DateField}'; Check the below links for ....

1. Go to Reports tab. 2. Click "New Report..." button. 3. Select Lead report type and click "Create" button. 4. Make the report format at Matrix. 5. In Row wise ....

1. Go to Reports Tab. 2. Select Account and Contact Reports tab. 3. Select Account Owners report. 4. Set the conditions and click "Run Report" button. Note: If you are ....

Organizations that have their organization-wide sharing access level set to Private for accounts may want to restrict users from running the Account Owner report. Account Owner Report control whether or not ....