Salesforce has 4 built-in report types: Tabular, Summary, Matrix, and Joined.
If you need a different type of report, you can create a custom report type. If you need a relationship between 3 objects on a report, you must create a custom report type.
When you create a custom report type, you can:
Choose which objects to display to users creating and customizing reports
Define the relationships between objects displayed to users creating and customizing reports
Select which objects' fields can be used as columns in reports
Note that the visibility of custom report types in the report wizard is controlled by users' access to the objects in the report type.
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Tabular Report
Consists of an ordered set of fields in columns
Best used for: Mailing List
Limitations:
1) Cannot be used to group data
2) Limited use in Dashboards
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Summary Report
Allows you to group and get subtotals by selecting the field to group by
Can contain a graph and be used in dashboards
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Matrix Report
Allows you to group records by both Row and Column
Can include a graph and be used in dashboards
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Joined Report
Joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report.
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Reporting Tips
1) The best way to make your report run faster is to set a date range
2) For the fastest results, always filter as narrowly as you can. Filters that use equals will often return information more quickly than filters that use contains, does not contain, or not equal to. In complex reports, this can make a difference.
3) Gauge and Metric will always pull data from a Grand Total
4) Charts (bar & doughnut) will pull data from summaries (or subtotals)
5) You can place up to 3 columns on a dashboard
6) You can have up to 20 components on a dashboard
7) You must set the Dashboard Refresh time
8) Dashboards are available on Salesforce1
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What are similar features?
1) Workflows
2) Process Builder
3) Visual Workflow
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How can you report/monitor this process
1) Us the Process Visualizer to view a graphical representation of your approval process
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What actions can an Approval process initiate?
Send an email alert:
Start a task:
Perform a field update:
Send an outbound message:
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Users can’t see which approval process is triggered when they click Submit for Approval. Familiarize users on the criteria for each approval process and what each approval process does. If the record doesn’t meet the entry criteria or if they’re not an allowed submitter for any approval processes, Salesforce displays an error.
Approval Limits
Salesforce limits the number of approval processes in your org, as well as the number of steps and actions in each approval process.
Considerations for Configuring Approvals
When creating or editing an approval process, keep in mind how approvals are compatible with other features. Before you start, draw out the steps of your approval process.
Merge Fields for Approvals
Approval merge fields include {!ApprovalRequest.fieldName} and {!ApprovalRequestingUser.fieldName}. They’re supported in certain email templates and return different values based on the status of the approval process instance.
Considerations for Setting Approvers
When you specify approvers for a given approval step—or for the only step if you’re using the jump-start wizard—keep some things in mind.
Considerations for Managing Approvals
Keep these things in mind when maintaining existing approval processes—including activating and deleting them.
