- Introduction
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Introduction to Reports and Dashboards 5 min
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Intro to Reports and Dashboards 3 min
- List Views
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Working with List Views 4 min
- Reports
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Build a Report 4 min
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Filter Report Data 4 min
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How to use Cross Filters 5 min
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Add Filter Logic 5 min
- Dashboard
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Build a Dashboard 5 min
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Subscribe to Reports and Dashboards 3 min
- Additional Resources
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Useful Akeneo's Dashboards 1 min
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Feedback
Salesforce Reports and Dashboards
Learn how to build, edit and improve Reports and Dashboards in Salesforce
For whom
Salesforce users who want to start building data analysis and enable sharing with a team member.
Pre-requisite
Understand Akeneo Salesforce data structure
What will you learn
- How to build a list view
- How to build a report
- How to share and subscribe reports
- How to build a dashboard
- How to filter and share dashboards
To go further
Check the Reports and Dashboard Notion page here.
We will propose you along the path additional content from the Salesforce Trailhead 
. This is an online learning platform with plenty of free training to learn how to use SalesForce. Be aware these training will show standard options and functions that you might not find in the Akeneo's SalesForce as we might have customized for our needs.
