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Reports and Dashboards Q&A

1.What is Report?

Reports give you access to your Salesforce data.

You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading and sharing reports, review these reporting basics.

2.What are the types of Reports?
  • Tabular – Displays records just like a table
  • Summary – We can summarize the information based on certain fields
  • Matrix – We can summarize the information in two dimensional, both rows and columns
  • Join – We can summarize information in different blocks on the same object and the related objects
3.How many blocks we can create for join reports?

5 blocks

4.How many maximum groupings we can do for summary, matrix and join reports?

3 groupings

5.What is bucketing in reports?

Bucket field in Reports is used to group values to the name we specify.



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