This Course reviews how to Run Reports and how to Change the Date Range, Sort Order or the Grouping of a Report.
We will show you how to Build a single Object Report. We'll show you how to use that Report to create a Dashboard Widget.
We will cover Refreshing Dashboards and how to Schedule Dashboards to be Emailed automatically on a recurring basis.
We'll talk about Report Types and how to use a "with" versus "with or without" relationship within Report Types. The Report Type ultimately determines what records are queried in any Report.
Finally, we will cover Report Formats and what a Report will look like if it is Emailed or Exported.