Internship← Salesforce learning pathSalesforce · Module 6 of 10
Reports and dashboards
Turn CRM data into insights.
📖 Key ideas
- Reports list, summarise or matrix data from report types.
- Formats: tabular, summary, matrix, joined.
- Dashboards display report charts and metrics.
- Filters and groupings focus results.
- Schedule and subscribe to reports by email.
💡 Real-life example: Reports are the register; dashboards are the scoreboard everyone glances at.
Report typeDefines objects/fields available to reports
Summary reportGrouped report with subtotals
DashboardVisual display of reports
SubscriptionScheduled report emails