14 Reports One

REports : Analytics (Analysis on Data)

Tabular : Display data in Rows and cols
Summary : Data can be grouped using Summarize
grouping 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 - edit
include reports and dashboards
save
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create new folder
reports tab - new report - new Folder
name: Nov folder
save
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GEnerate report Total amount paid and Total balance
Object: Account
flds: Accountname, City, course, TotalAmount, balance
reports tab - new report - sel folder "Account &contact"
filter : add
city 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" fld
RC - Summarize : sum
sel "Balance" fld
RC - Summarize : sum
save
save & RUn:
Display All records as per Criteria

RUN:
* all records are displayed
* Flds values can be sorted
Right click on record
enter new opportunity
Refresh report
effects automatically in Reports
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Generate Report on PaymentDate and Amount
flds: Name, course, Paymentdate, AMount
Object: sel Opportunity
(Can select Opportunity flds and Account flds)
reports tab - new report - sel folder "Opportunity"
filter : add : No condition
show: all accounts
date : payment date equals "This month"
Type: tabular and Remove all colus
Drag & Drop :
Opp name, course, payment date, amount
save
Click RUn:
displays all records for current month
city equals hyderabad
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Generate Report total amount paid on Coursewise (grouping)
Salesforce
name

paymentdate

amount

paymentdate

amount

Hadoop
name

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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/cynlider
x-axis: sum of amount
y-axis: course
Formating values
Title : COurse_amount
Background and text color
enable 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 : Course
subgroup: Paymente date
amount: summarize : sum
save
click "add chart"
Chart data
chart type: Bar
x-axis: sum of amount
y-axis: course
group By: Payment Date
(side, stacked)
Formating Data
title
backgroung color, text
save & Run
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Report Properties

click Customize
Export
Reports 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/daily
select time
save
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How to Generate report on Custom Object
faculty, emp, Payments
Activate reports option for object
faculty tab - sc - view fld - edit
check in : allow reports
payments tab -sc - view flds - edit
check in :allow reports
To generate reports for custom objects
reports tab - new report - Other reports
sel facult
faculty with payments
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Matrix
Joined
Dashboards
Generic way
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security
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Service applicaiton Fri &sat