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Reporting Fundamentals in Lightning Experience

  • Tuition USD $900 GSA  $816.12
  • Reviews star_rate star_rate star_rate star_rate star_half 4762 Ratings
  • Course Code RPX-101
  • Duration 1 day
  • Available Formats Classroom, Virtual

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.

Skills Gained

  • 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.

Who Can Benefit

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

Prerequisites

Prior experience with Salesforce and developing reports in Salesforce Classic is highly recommended, but not required.

Course Details

Introducing the Course

  • Introducing the Course

Reports Tab, Folders, and Formats

  • Navigate the Reports Tab to Find Suitable Reports
  • Create Custom Folders in Classic to be Used in Lightning
  • Describe the Different Formats of Reports
  • Run and Modify Existing Reports

Using the Report Builder

  • Establish a Report Building Process
  • Navigate the Report Builder
  • Create Custom Reports Using a Standard Report Type
  • Use Filters and Filter Logic
  • Export Your Report

Summarizing Your Data

  • Understand the Difference Between a Summary and Matrix Report
  • Use Bucket Fields to Segment Your Data
  • Use Custom Summary Formulas to Perform Calculations on Your Report Data

Getting More Insight from Your Data

  • Add Conditional Highlighting to a Report
  • Create Charts to Display Summary Data
  • Schedule and Email a Report to Run

Dashboards

  • Articulate What a Dashboard Is
  • Understand the Benefits of Creating Dashboards in Lightning
  • Create a Dashboard Using the Dashboard Builder

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact Edu_customerexperience@techdata.com

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

Simply great training provider that I can go for updating/acquiring my skill sets.

I was very satisfied about how the course was organized. Sean Did a very good work

Good training material and good instruction. More time needs to be provided for the lab work.

The technical data in the AWS Solutions Architect course was very thorough.

Overall ExitCertified is a great training provider and the remote learning is as effective as in person.

3 options available

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  • Nov 5, 2021 Nov 5, 2021 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
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  • Dec 2, 2021 Dec 2, 2021 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CST
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  • Dec 22, 2021 Dec 22, 2021 (1 day)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EST
    Enroll
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