Admin Best Practices: Reports and Dashboards

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No matter where you are in your #AwesomeAdmin journey, you’ve no doubt learned that reports and dashboards are a fundamental part of your business. But if you’re newer to learning how to build reports, you may have questions. You may be wondering about best practices or the most effective way to display data. Well, thanks to a recent Trailhead Live with Architect Admin Evangelist LeeAnne Rimel, you can get a quick, 30-min overview on how to best approach report building, how to navigate report builder, and how to build impactful dashboards that showcase all the critical information your stakeholders need.

LeeAnne walks you through the ‘why’ and ‘what’ of reporting to make sure you ask the correct questions to build the most effective reports. She covers how to build your first report and where to find the information you’ll need. And finally, she shows you how to troubleshoot reports.

You can watch the entire Trailhead Live recording when you click through the image below! ⬇️

Want more resources on Reports and Dashboards?

Check out more videos and blogs for Admins about Reports & Dashboards here.

Get hands-on with Trailhead. Do the Reports & Dashboards for Lightning Experience Module.

Title image with Cloudy and a sign reading "5 Advanced Reporting Tips for Admins"

5 Advanced Reporting Tips for Admins

As a Salesforce Admin, giving actionable analytics to your users, stakeholders, and executives is a key part of your responsibilities. In fact, in our Essential Habits for Salesforce Admins series, we walk you through how you can make reporting out to your stakeholders and end users an actionable habit. That is to say, reporting is […]

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