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Reporting Fundamentals (RPT 101)

  • Tuition USD $850 GSA  $770.78
  • Reviews star_rate star_rate star_rate star_rate star_half 508 Ratings
  • Course Code RPT-101
  • Duration 1 day
  • Available Formats Classroom

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce’s existing reports as well as the Salesforce reporting tool set, to teach you how to customize existing reports and create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is provided to help you analyze your business.

Skills Gained

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

Who Can Benefit

Reporting Fundamentals is designed for all users, including Sales and Service Managers, business analysts and administrators who need to use Salesforce reports to analyze their data.

Prerequisites

  • Getting Started: Navigating Salesforce

Course Details

Report Tab, Folders and Formats

  • Navigate the reports tab to find suitable reports.
  • Create report and dashboard folders.
  • Describe the different formats of reports.
  • Run and modify standard reports

Using the Report Builder

  • Understand the importance of a report building process.
  • Explain what a report type is
  • Determine when to use a standard report versus a custom report using a standard report type.
  • Print and Export your report.

Summarize Your Data

  • Understand the difference between a Summary and a 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 concept of the running user
  • Create a dashboard using the Dashboard Builder
  • Understand drill downs, snapshots and push alerts.

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.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

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

Lunchtime?

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.

The instructor was very good. He had a terrific temperament and never seemed to get tired. He was very patient with some of the participants and their lack of experience.

Instructor was very knowledgeable and provided instructions worked well in the virtual labs and zoom sessions.

Course was thoroughly prepared and covered all the necessary applications and services. It was evident that the instructor had in-depth knowledge on Big Data (Data Analytics) as well as other AWS services.

Very prompt during an issue that occurred, and accidentally contacted an individual on their vacation, but they quickly pointed me to another individual who got my issue resolved.

The format and presentation using the iMVP software worked as well.

First remote course and I am pleasantly surprised. Love the on site facilities in Ottawa, but the online course format was very well received.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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