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Reporting Fundamentals in Lightning Experience

  • Tuition USD $900
  • Reviews star_rate star_rate star_rate star_rate star_half 945 Ratings
  • Course Code RPX-101
  • Duration 1 day
  • Available Formats Classroom, Virtual

Reporting Fundamentals in Lightning Experience is a must for all users who need to report on the data managed within their Salesforce instance. This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is also provided to help you better analyze your business.

Skills Gained

  • Work with standard reports.
  • Establish a report building process.
  • Build custom reports using different reporting formats in Lightning.
  • Group and summarize reports in Lightning.
  • Use field filters and filter logic.
  • Add charts and conditional highlighting.
  • Create dashboards in Lightning.

Who Can Benefit

  • Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/ Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects.

Prerequisites

Prior experience with Salesforce and developing reports in Salesforce Classic is highly recommended, but not required.

Course Details

Introducing the Course

  • Introducing the Course

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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Sean Mohseni was a superb instructor. He was very knowledgeable about the material and test environment. His demeanor was kind and approachable and i would highly recommend him.

The Labs shown with in the exit certified portal allowed the student to put their new knowledge into action. There was seemless movement between the virtual classroom to this lab space. Thank you to the architects and developers who made this reality.

I have attended several AIX and Power Systems courses provided by ExitCertified. The course materials met my expectations. Some instructors have very good knowledge.

I learned a lot of directly usable skills from Tech Data. It will make an immediate impact in our work center.

Bill has been outstanding instructor. He has right balance of knowledge and skills to navigate this entire process in a timely manner. Thanks a lot Bill.

5 options available

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  • Oct 8, 2020 Oct 8, 2020 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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  • Oct 20, 2020 Oct 20, 2020 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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  • Nov 2, 2020 Nov 2, 2020 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EST
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  • Nov 11, 2020 Nov 11, 2020 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CST
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  • Nov 24, 2020 Nov 24, 2020 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PST
    Enroll
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