• Consulting
    • Digital Client
    • Digital Financing
    • Digital Business Analysis
    • ECM/DMS
    • Adoption
    • Information Services and Digital
    • Testing Consultancy
    • Sourcing
  • Salesforce Solutions
    • Salesforce
    • MuleSoft
  • EI-Workplace Solutions Employé Digital
  • Training
    • Presentation
    • Salesforce
  • Partners
  • Digitally Driven - Blog
  • AppInovation
  • Company
    • History
    • The Founders
    • Key Figures
  • Join us
  • Blog
  • News
  • Clients
  • Contacts
logo EI-Technologies Adapt your business to the digital revolution
fren
Menu
logo EI Technologies

RPX101

    • Home
    • Training
    • Salesforce
    • RPX101
      • ADX201
      • ADX211
      • ADX261
      • ADX271
      • ANC201
      • ANC301
      • B2B110
      • OMS435
      • BSX101
      • CCD102
      • CCM101
      • CPQ301
      • CRT251
      • CRT261
      • DEX403
      • DEX450
      • DEX602
      • FSL201
      • MCC201
      • MKT101
      • PDX101
  • 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

     

  • 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 environment available 30 days
  • 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
    access map detailed program
  • For whom?

  • Objectives

  • Program

  • Advantages

  • Practical informations

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
access map detailed program
  • 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

CAPTCHA image

* These fields are required.

  • Company
    • History
    • The Founders
    • Key Figures
  • Join us
  • Blog
  • News
  • Clients
  • Contacts
  • COOKIES PREFERENCES
  • Privacy and data protection policy
  • Legal notices
  • Follow us

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

EI-Technologies
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Please enable Strictly Necessary Cookies first so that we can save your preferences!