14 Reports One

REports : Analytics (Analysis on Data)

Tabular : Display data in Rows and cols

Summary : Data can be grouped using Summarizegrouping is on ROW wise

Matrix : Data can be grouping on Rows and cols

Joined : To compare Two or more blocks of records

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INclude Reports and Dashboards to current application

setup - build - create - apps - trainapp - editinclude reports and dashboardssave

***************create new folderreports tab - new report - new Folder

name: Nov foldersave

***************GEnerate report Total amount paid and Total balance

Object: Accountflds: Accountname, City, course, TotalAmount, balance

reports tab - new report - sel folder "Account &contact"

filter : addcity equals Hyderabad

show : All Accounts

criteria: createddate equals thisMonth

Type: Tabular (default)REmove all cols :Drag & Drop

name, city, course, totamt, balance

sel "tot amt" fldRC - Summarize : sum

sel "Balance" fldRC - Summarize : sumsave

save & RUn:Display All records as per Criteria

RUN:* all records are displayed* Flds values can be sorted

Right click on recordenter new opportunityRefresh reporteffects automatically in Reports

*****************************************************Generate Report on PaymentDate and Amount

flds: Name, course, Paymentdate, AMountObject: sel Opportunity(Can select Opportunity flds and Account flds)

reports tab - new report - sel folder "Opportunity"

filter : add : No conditionshow: all accountsdate : payment date equals "This month"

Type: tabular and Remove all colus

Drag & Drop : Opp name, course, payment date, amountsave

Click RUn:displays all records for current monthcity equals hyderabad

************************************************************************************************************Generate Report total amount paid on Coursewise (grouping)

Salesforcename paymentdate amount

Hadoopname paymentdate amount

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select above report ( same criteria, same flds)

click "Save as" : SUmmary_COurse_amount

Change report type : tabular to "Summary"

sel "course" : drop onto Grouping area

save & Run

Result:Display records on Course wise and summarizing

click customize: drag & Drop : payment date onto group

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Charts

Pictorial Representation is called CHArTS

* when data is organized in GROuping, add chart is enabled

chart data

chart type: bar/Verticle/pie/cynliderx-axis: sum of amounty-axis: course

Formating valuesTitle : COurse_amountBackground and text colorenable hover

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Generate report on Course and subgroup datewise amount

save as above report(same flds and criteria)

typ: Summarize

Group by : Coursesubgroup: Paymente date

amount: summarize : sumsave

click "add chart"

Chart datachart type: Barx-axis: sum of amounty-axis: coursegroup By: Payment Date

(side, stacked)

Formating Datatitlebackgroung color, text

save & Run

************************************************************************************************************** Report Properties

click Customize

ExportReports can be exported in xls or .csv format

PRitable view

SHow/Hide Details

Schedule Export Details

Can Run Report at Particular date and time

sel current user or any other user with in organizaiton

can select any monthly/week/dailyselect time

save

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How to Generate report on Custom Objectfaculty, emp, Payments

Activate reports option for object

faculty tab - sc - view fld - editcheck in : allow reports

payments tab -sc - view flds - editcheck in :allow reports

To generate reports for custom objects

reports tab - new report - Other reportssel facult

faculty with payments

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MatrixJoinedDashboardsGeneric way

*********security

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Service applicaiton Fri &sat