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![]() From operating as a consultant to being an end-user, reviews have often been the principle topic for all degrees of control within the groups I have worked in. One of the primary factors why organizations use Salesforce is the capability to get the most understanding of how teams are performing, using the least variety of clicks. Salesforce Lightning has opened doors for analysts, administrators and users to inform a higher story with records. If you are new to Salesforce, or your enterprise has currently made the switch to Lightning, here are 5 tips you can use to get extra out of Lightning Reports and Dashboards. 1. Interactive Filters Do you've got distinctive teams segregated by using country, region, or industry? Lightning Reports enable customers to select filters that rely to them. Whether it's miles viewing reports through a time period, sales teams or different fields to allow teams to recognize overall performance and trends. For instance, you are constructing a Global Dashboard which all levels of managers in special roles can get right of entry to. A Director that is managing groups from special nations can clearly employ dashboard filters to exchange perspectives between country groups to visually evaluate how they may be doing. What is great, in addition, is that facts sharing within the role hierarchy is respected; for example, a Country Manager with role hierarchy get admission to bound to information for the country they are answerable for will most effective be viewing best information related to his/her team. To start constructing filters in Dashboards: • Click on + Filter and look for the field which you desire to clear out via. • Input the Display Name you wish to set to your clear out, the use of Filter Values to filter out values by way of. • Input the Display Text if you need to reveal a text one-of-a-kind from the price in Salesforce. 2. Stacked Summaries With the improved Lightning Report Builder, Stacked Summaries are enabled by default. Users can without problems summarise a big quantity of data for faster review and comparison. For example, if you need to expose the wide variety of opportunities which are Closed Won, in addition to the sub-overall of Closed Won opportunities by way of every country, that’s feasible with Stacked Summaries activated at the bottom of your file page. You can view file count by each country, each possibility proprietor or other sub-overall counts that the report is grouped with the aid of 3. Build Reports Using Columns and Rows Users can now pick which rows and columns to display, with the choice to swap rows and columns to view what works best. Take for instance you are constructing a document with possibility proprietor as your rows, and opportunity revenue as your columns. While building the record, you realized the list of opportunity owners may be more suitable to display as columns to enable printing with the relaxation of your documents into an annual record. You can honestly hit the “Swap Rows and Columns” to save time, instead of dragging fields one at a time to make this change! 4. Filter On-the-fly with Dynamic Reports Users do not want to edit the entire file if they want to view it with a distinctive filter out applied. With the Lightning Report Filter function, customers can easily regulate filters after the record is administered as they desire, while keeping the saved file filters intact. Et’s say you have provided get right of entry to to a report throughout the top control of your organization. Different stakeholders within the management team desire to toggle distinctive perspectives of the record themselves, to meet their interests. Rather than saving multiple versions of the same record, you could virtually create a filter and depart the clear out value blank. This way, users than creating a Dynamic Report which viewers can enter filters and run reviews quickly – it prevents other customers from edits to the principle structure of the record. A win-win for everyone! This post first appeared on - https://salesforcepartner23.weebly.com/blog/5-lightning-report-and-dashboard-tips-for-salesforce-super-use
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