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RPX101

  • For whom?

    RPX101 – REPORTING FUNDAMENTALS IN LIGHTNING EXPERIENCE

    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.

    Audience

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

     

  • Objectives

    When you complete this course, you will be able to:

    • 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.

  • Program

    • Reports Tab, Folders, and Formats
    • Using the Report Builder
    • Summarizing Your Data
    • Getting More Insight from Your Data
    • Dashboards

  • Advantages
    • A comprehensive training for all users who need to create reports on their data
    • Theoretical explanations paired with hands-on exercises
    • Attendee kit provided : Course material / Exercise Book / Training organization available 30 days

  • Practical informations
    • Delivery Format:
      • Classroom (Levallois-Perret)
      • Virtual
    • Language: French – Books in English
    • User Interface : Lightning Experience
    • Duration: 1 day
    • Intra-company training: consult us
    • Price: 510€ excl. tax
      • Training can be supported on the training budget and financed by a collecting organism or OPCO
    access map detailed program

RPX101 – REPORTING FUNDAMENTALS IN LIGHTNING EXPERIENCE

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.

Audience

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

 

When you complete this course, you will be able to:

  • 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.
  • Reports Tab, Folders, and Formats
  • Using the Report Builder
  • Summarizing Your Data
  • Getting More Insight from Your Data
  • Dashboards
  • A comprehensive training for all users who need to create reports on their data
  • Theoretical explanations paired with hands-on exercises
  • Attendee kit provided : Course material / Exercise Book / Training organization available 30 days
access map detailed program
  • Delivery Format:
    • Classroom (Levallois-Perret)
    • Virtual
  • Language: French – Books in English
  • User Interface : Lightning Experience
  • Duration: 1 day
  • Intra-company training: consult us
  • Price: 510€ excl. tax
    • Training can be supported on the training budget and financed by a collecting organism or OPCO

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