Monitoring and auditing object and field information can be a tedious Task. Going through Object Manager to an Object then clicking on Fields & Relationships and trying to scroll while waiting for the list to update takes a while (in cases where you can’t just search on field name). Wouldn’t it be great if we had a way to get information on our Objects and Fields quickly in one screen? Good news is, we can, with Reports.
Reports and dashboards are an integral part of every Salesforce org and are key components to uncover business insights as well as to drive actionable decisions. The consumption of the data is an important piece of their usage. To make these analyses even more useful we can add layers of sharing and collaboration. This allows us to capture different perspectives, challenge the validity or derivation of the data and make it more accessible. Next we will look at several ways to do this.
Reports are a mechanism for gathering and correlating data. However, people are visual learners. Adding a chart to a report or creating a dashboard allows people to easily understand the business insights that the report is providing. To take this visualization to the next level you can utilize color to help further communicate the report results and make them easier to consume. During this presentation you will learn how to set default picklist value chart colors, use conditional formatting to color code report table cells, create visual image formulas, customize dashboard themes and palettes and get creative with Analytics dashboard color schemes.