CREATE A NEW REPORT

Choose Data Series What fields am I trying to access in my final report? Which object(s) stores those fields? You can have more than one data series
Select Filter Criteria Which fields should be used to select the data? Do I need to add parameters to the criteria?
Select Results Display What information do I want to present in my report? Do I need to edit properties or labels?
Formatting What type of chart do I want to use? How do I want to group my results? Update Chart Properties
Run Report Toggle between View Report and Return to Report to see tabular format Current as of shows when the Data Warehouse was last refreshed

 TIPS AND TRICKS

Searching vs Reporting

• When to use Searching
  • If real-time results are needed
  • If desired results include a one-to-many relationship
  • Single object reporting
• When to use Reporting
  • If graphical results are needed
  • If you would like for results to be generated automatically
  • If desired results include cross-object data If you need to export the report
  • If the report contains a significant amount of data

Chart Types

Report Mapping

Define your report requirements before going into the application:

• What do you want the final report to look like?
• Work backwards from the end result on a sheet of paper
• Include all the fields you want contained in your final report
• How do you want the data sorted?
• What type of chart do you want to use?