Course

Reports and Dashboards Crash Course

From a blank report to a dashboard your manager actually opens.

Beginner 1h 2 lessons Free
Start the course Swarnil Singhai

About this course

From a blank report to a dashboard your manager actually opens. This page is demo content generated for the theme — replace it with the real thing, keep the tags.

Report types decide everything

Pick the wrong one and no filter will save you.

Dashboards are for questions

Every widget should answer one question someone really asks.

Try it yourself

  • Open your Developer Edition org and follow along
  • Change one thing at a time and note what happens
  • When something breaks, read the error before searching it

Curriculum

  1. Building your first report Rows, columns, filters — and the preview trap. 15m
  2. Dashboards that get opened Three widgets, one audience, zero clutter. 15m