Approach Reporting Like Never Before: The Ultimate Guide to Report Types, Evan Ponter
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Approach Reporting Like Never Before: The Ultimate Guide to Report Types, Evan Ponter
•0 likes•71 views
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Whether you are just starting your Salesforce journey or you are a seasoned pro, this session is guaranteed to change your approach to reporting. Imagine having one “deluxe” custom report type per object to address a majority of report requests – pulling in up to 1,000 fields from up to 60 related objects with ease. Imagine instantly knowing which report type to choose in order to get the data you need without any trial and error. Imagine how much time and effort you can save when you have a complete understanding of what Salesforce is capable of in the reporting realm. During this session, you will learn how easy it is to demystify the inner workings of report types, consolidate the litany of overwhelming report type clutter, and empower yourself with a revolutionary paradigm that frees you to confidently query for conclusions. Rejoice as you reimagine designing, building, and running reports – you’ll wonder how you ever did it before.
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Approach Reporting Like Never Before: The Ultimate Guide to Report Types, Evan Ponter
- 1. Approach Reporting Like Never Before: The Ultimate Guide to Report Types Evan Ponter
- 2. #CD22 One Custom Report Type per Object Accounts Opportunities Contacts
- 4. #CD22 Lots of Report Types to Choose From
- 5. #CD22 Frustrations with Reports “The same record shows up multiple times” ☹️ “How can I include fields from X object?” 😣 “I’m not seeing all of the records I wanted to see” 😡
- 6. #CD22 1. FILTERS 2. FILTERS 3. FILTERS 4. FILTERS 5. FILTERS → Report Type → Role/Ownership → Timeframe → Field Filters → Cross Filters
- 7. #CD22 Understanding How They Work Custom Report Types
- 8. #CD22 What happens when you choose a primary object and start relating child objects? Dissecting Custom Report Types Allows you to move down the data architecture hierarchy 4 Object Limit Each row represents a filtered list of records for the object at the bottom of the hierarchy Records with blank lookup fields are filtered out Only handles a very specific reporting scenario Accounts Contacts Contracts Opportunities Price Book Campaigns Account Owners Contact Creator
- 9. Start at the bottom Climb up the data architecture hierarchy
- 10. #CD22 Look at all the objects we have access to Move Up the Data Architecture Hierarchy Contact Creator Contact Owners Contract Owners Accounts Contacts Contracts Opportunities Price Books Campaigns Account Owners Parent Campaigns Owner’s Manager
- 12. #CD22 ● Step 1: Choose a primary object Creating a “Deluxe” report type
- 13. #CD22 ● Step 2: Don’t define any object relationships Creating a “Deluxe” report type
- 14. #CD22 ● Step 3: Edit the layout to add fields from related objects Creating a “Deluxe” report type
- 15. #CD22 Debuted in Winter ’21 Adds the field to any custom report type layout that specifies the object in the Object Relationships New fields on the primary object of a Deluxe Report Type can be added automatically using this feature Maintaining “Deluxe Report Types”
- 16. #CD22 New in Summer ’22 – hide report types in Lightning Experience Simplify the Menu
- 17. #CD22 New in Summer ’22 – see all hidden report types in Lightning Experience Simplify the Menu
- 19. #CD22 Easily Find All Deluxe Report Types ● Thanks to the naming convention
- 20. #CD22 “What kind of records do you want to see?”
- 21. #CD22 Choosing the right granularity Opportunity Account Contact Contract Account Account Contact Contact Contact Contact Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Contract Contract Contract Contract Contract
- 22. #CD22 Accounts (Deluxe) Choosing the right granularity Opportunity Account Contact Contract Account Account Contact Contact Contact Contact Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Contract Contract Contract Contract Contract
- 23. #CD22 Contacts (Deluxe) Choosing the right granularity Opportunity Account Contact Contract Account Account Contact Contact Contact Contact Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Contract Contract Contract Contract Contract
- 24. #CD22 Contracts (Deluxe) Choosing the right granularity Opportunity Account Contact Contract Account Account Contact Contact Contact Contact Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Contract Contract Contract Contract Contract
- 25. #CD22 Opportunities (Deluxe) Choosing the right granularity Opportunity Account Contact Contract Account Account Contact Contact Contact Contact Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Contract Contract Contract Contract Contract
- 26. #CD22 Encourage Users to Select Deluxe Report Types
- 27. #CD22 #DeluxeReportType Share your stories on Twitter @RealEvanPonter
- 28. Thank you! #CD22
Editor's Notes
- https://evanponter-dev-ed.lightning.force.com/lightning/setup/CustomReportTypes/home https://evanponter-dev-ed.lightning.force.com/lightning/r/Report/00O3m000009N2hMEAS/edit https://evanponter-dev-ed.lightning.force.com/lightning/r/Report/00O3m000009N2hWEAS/edit https://evanponter-dev-ed.lightning.force.com/lightning/r/Report/00O3m000009N2hbEAC/edit Every row represents an Opportunity record. Includes fields from the following objects: Contract, Contact, Account, Campaign, Price Book, Contact Creator, Account Owner, Contact Owner, and Contract Owner
- Start at the bottom. That object’s records are already being represented by rows in your results – make it your primary object. Do this for each object in your org and you’ll have incredible flexibility. When I realized this, it changed my entire approach to reporting