To summarize the information of an object we use reports.
Tabular report:This is the most basic report. It displays just the row of records in a table like format with grand total. Tabular reports cannot be used for generating dashboards.
Summary report:This is the most commonly type of report. It allows grouping of rows of data. It supports sorting and displaying subtotals. For example in a recruiting app, a summary report could be used to display open positions classified by department name.
Matrix report :This is the most complex report format. Matrix report summarize information in a grid format. Matrix reports allows records to be grouped by both columns and rows.
Joined Reports: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.
Dynamic dashboards in Salesforce displays set of metrics that we want across all levels of your organization.
Dynamic Dashboards in salesforce are Created to provide security settings for the dashboards in salesforce.com. We may have a requirement in an organization to “view all data” by every user in an organization according to their access we have to select Run as Logged-in User. There are two setting option in Dashboards.
Custom report types allow you to build a framework in the report wizard, from which users can create and customize reports. You build custom report types off of the relationships (master-detail and lookup) between objects so that you can:
We can display up to 2000 records on a page. If more records are there to display we cannot see those through user interface. If you export the records to a excel sheet then you can export all records.
Summary and Matrix reports
Dashboards are graphical representation of reports. Dashboards can be generated for summary or matrix reports (and not for tabular reports). Dashboards display data as per last time report was run.
A dashboard can have upto 20 components.
Salesforce has not exposed any API for Reports. So best way is :
Access to reports and dashboards are controlled by folder in which they are stored. If user has access to folder then they can run reports present in that folder.
In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects.
Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored but the generated data is not stored.
Analytical snapshot allows reports run at scheduled time to be stored as objects. Analytical snapshots are used to perform trend analysis. As an example if we want to view how monthly sales are growing, fields in a report with sales figure can be stored in a custom object every month using Analytical snapshot. Data in this custom object can then be used to perform trend analysis.
Analytical snapshot are available from the Data Management menu option. Source report in Analytical snapshot can be of the type Tabular or Summary.
Setup Analytical reports require a four step process:
When a user views the drill-down report for a dashboard component, running user's access permissions determine what data is displayed on the drill down report. Hence it is possible that data in the drill down report does not match the cumulative dashboard data.
Remember report runs based on current or logged in user and display real time data but dashboard store the information from reports when you refresh dashboard. In order to see real time data on dashboard, refresh the dashboard.
Also dashboard can run based on logged in user or specified user but reports always runs based on logged in user.
The following items aren’t supported in joined reports, and aren’t converted:
Standard report types are report types which salesforce create itself when we create objects and relationship between them.
Custom report types allow admin to specify what all fields will be available to user while creating a report. Also its provide functionality to associate up to 4 objects.
Funnel is used to show proportion of values against each other.
Pie is used to demonstrate proportion of single value against total.
Donut is used to demonstrate proportion of single value against total and also show the total value.
Bucketing lets you quickly categorize report records without creating a formula or a custom field. For example, create a bucket field named Size based on the # Employees field. Then, create buckets that group records into “Large,” “Medium,” or “Small” ranges that you define. Bucket fields can be used like any other field to sort, filter, and group your report.
You can add up to five bucket fields per report, each with up to 20 buckets. Only numeric, picklist and text field can be used for bucketing. Other data types are not supported.
Formula are not available in tabular reports but available for other report types.
Formula can be only in number, currency and percent format.