Reports and Dashboards

1. What is Report?
To summarize the information of an object we use reports.

2. What are the types of Reports?
Tabular (Displays records just like a table)
Summary (we can summarize the information based on certain fields)
Matrix (we can summarize the information in two dimensional manner, both rows and columns)
Join (we can summarize information in different blocks on the same object and the related objects)

3. How many blocks we can create for join reports?
5 blocks.

4. How many maximum groupings we can do for summary, matrix and join reports?
3 groupings

5. What is bucketing in reports?
Bucket field in Reports in Salesforce is used to group values to the name we specify.
It can group only the below data types fields
1. Picklist
2. Number
3. Text

6. How many records we can display on page for a report?
We can display up to 2000 records on a page. If more records are there to display we cannot see those through user interface. If you export the records to a excel sheet then you can export all records.

 If you export the records to a excel sheet then you can export up to to 50000 records

.What are different kinds of reports?

1. Tabular: Tabular reports are the simplest and fastest way to look at data. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are best for creating lists of records or a list with a single grand total. They can’t be used to create groups of data or charts, and can’t be used in dashboards unless rows are limited. Examples include contact mailing lists and activity reports.

2. Summary: Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. They can be used as the source report for dashboard components. Use this type for a report to show subtotals based on the value of a particular field or when you want to create a hierarchical list, such as all opportunities for your team, subtotaled by Stage and Owner. Summary reports with no groupings show as tabular reports on the report run page.

3. Matrix: Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page.

4. Joined: Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

What are different kinds of dashboard component?

1. Chart: Use a chart when you want to show data graphically.

2. Gauge: Use a gauge when you have a single value that you want to show within a range of custom values.

3. Metric: Use a metric when you have one key value to display.

• Enter metric labels directly on components by clicking the empty text field next to the grand total.
• Metric components placed directly above and below each other in a dashboard column are displayed together as a single component.

4. Table: Use a table to show a set of report data in column form.

5. Visualforce Page: Use a Visualforce page when you want to create a custom component or show information not available in another component type

6. Custom S-Control: Custom S-Controls can contain any type of content that you can display or run in a browser, for example, a Java applet, an ActiveX control, an Excel file, or a custom HTML Web form