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RPX101
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For whom?
RPX101 – REPORTING FUNDAMENTALS IN LIGHTNING EXPERIENCE
(Program update January 2023)
Score : 5/5 (2022 Average)
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.
Prework
None
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class
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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
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Program
- Reports Tab, Folders, and Formats
- Using the Report Builder
- Summarizing Your Data
- Getting More Insight from Your Data
- Dashboards
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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 environment available 30 days
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Practical informations
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: French – Books in English
- User Interface : Lightning Experience
- Duration: 1 day
- Registration deadlines: Registration is possible up to 1 working day before the start of the training if there are still seats available
- 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
- Delivery Format:
RPX101 – REPORTING FUNDAMENTALS IN LIGHTNING EXPERIENCE
(Program update January 2023)
Score : 5/5 (2022 Average)
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.
Prework
None
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class
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 environment available 30 days
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: French – Books in English
- User Interface : Lightning Experience
- Duration: 1 day
- Registration deadlines: Registration is possible up to 1 working day before the start of the training if there are still seats available
- 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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