The course is made up of an initial three virtual instructor lead sessions, followed by a wrap-up session in January:
Foundation (4 hours)
• Kimble Process Subway Map
• Reporting Framework
• Reporting Tool Overview
• Getting started with reports & dashboards
• Access and security
• Online resources
Standard Content (4 hours)
• Full list of reports
• Pre-defined reports
• Pre-defined report types
• Data Model
• Intro to Performance Analysis
Performance Analysis Reporting (4 hours)
• Performance Analysis
• Resource Period
• Field History
• Resource History
Wrap-up plus Customization Techniques (4 hours)
• Reporting Extras
• Date Values
• Trend Analysis / Diagnostics
• Report types
• Add custom fields
The price for the course is £750 or $950. Places are limited to 12 people per course.
Participants must have reporting experience or have completed the introductory Salesforce Reporting Trailhead before attending this course.
Reports & Dashboards for Lightning Experience: https://sforce.co/37zvK9K.
We recommend also completing the more advanced Trailhead to make the most of the course.
Lightning Experience Reports & Dashboards Specialist: https://sforce.co/34kzbPA.