Creating Reports and Dashboards

Intended for experienced users and administrators, this workshop provides instruction on the design and deployment of dashboards, including creating reports associated with the dashboards. The course addresses advanced report design and filtering techniques.

Workshop Information
TypeWeb or On-Site
Duration3 1/2 hours
Fee$650 for up to 4 students
Audience Administrators & power users
Prerequisites Strong working knowledge of

Topics Covered
  • Overview of Reporting Options
  • Designing Basic Tabular Reports
  • Sharing Reports & Security
  • Designing Summary Reports
  • Using Formula Fields for report grouping
  • Designing Matrix Reports
  • Overview of Dashboard Capabilities
  • When to use a Dashboard & effective use of Dashboards to impact performance
  • Designing Dashboards
  • Questions & Answers

Note: This workshop can be taught on-site if in the greater Seattle and Portland areas. Ask SalesPath about this option.

“After attending the reports and dashboards class taught by SalesPath, I am now confident that I can create just about any Salesforce report or dashboard that my management team asks for. I learned about many hidden reporting capabilities that I never would had learned on my own.” – Student