
Learning method: On campus
Duration: 1 day
Major: Information Technology
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Beginning Admin

Data Analyst

Business Intelligence

Solution Architects

Service Rep/Managers

Sales Rep/Managers
- 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

AI Practitioner
Language Understanding