REPORTS AND DASHBOARDS IN SALESFORCE

REPORTS
--> Reports are classified into two types
      1. Report Builder
      2. Report Scheduler

Five required steps to create reports :
--> Which report type of the report
--> What are the fields we required to create a report
--> Which records we have to insert - filter/criteria
--> Which format we have to create
--> Where you save the report, like in folders

Report Type
It defines for which object like (account,contact, opportunity) we have to create report.

Fields
It defines for which field we have to create a report

Filters
    It is used to filter the records by using some particular logics and it consists of four types
    1. Field filter (equals)
    2. Filter logic (AND/OR)
    3. Cross Filter (with or without the other objects)
    4. Row Limit

Format
    It helps us to display the records in different formats in which we like to be.
    1. Tabular - Simple table like format
    2. Summary - Summarizes values based on the field
    3. Matrix - Summarizes values on both axis
    4. Joined - Can have multiple report types

Folder
    1. Expoert Details - we can exports the reports which we created into XLS or CSV formats
    2. Print - we can print the reports
    3. Save - we can save the reports in salesforce reports folder only for future use
    4. Schedule/ Report Schedule - we can schedule the time for particular reports, at that time it                    automatically send reports to your higher authorities.
 
DASHBOARDS
            Dashboards are used to store the list of reports, to create a dashboards fot to reports tab and to open a dashboards click on dashboards tab.
--> It consists of two types
      1. Components - Contains charts for the data
      2. Data Sources - Contains the data in table format