• Reports Tab, Folders, and Formats

– Navigate the Reports Tab to Find Suitable Reports
– Create Custom Folders in Classic to be Used in Lightning
– Describe the Different Formats of Reports
– Run and Modify Existing Reports

• Using the Report Builder

– Establish a Report Building Process
– Navigate the Report Builder
– Create Custom Reports Using a Standard Report Type
– Use Filters and Filter Logic
– Export Your Report

• Summarizing Your Data

– Understand the Difference Between a Summary and Matrix Report
– Use Bucket Fields to Segment Your Data
– Use Custom Summary Formulas to Perform Calculations on Your Report Data

• Getting More Insight from Your Data

– Add Conditional Highlighting to a Report
– Create Charts to Display Summary Data
– Schedule and Email a Report to Run

• Dashboards

– Articulate What a Dashboard Is
– Understand the Benefits of Creating Dashboards in Lightning
– Create a Dashboard Using the Dashboard Builder