[Admin Beginner] Reports & Dashboards for Lightning Experience - Format Reports

Format Reports

https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards/lex_implementation_reports_dashboards_report_formats?trail_id=force_com_admin_beginner 

Lightning Experience용 보고서 및 대시보드

 

Use Report Formats

There are three report formats available: Tabular, Summary, and Matrix. Tabular is the default format.

 

 

Tabular Reports

Summary Reports

Matrix Reports

 

 

Create a report to show cases

 

Roberto Alvarez, Ursa Major Solar's COO, has asked for a report of the company's customer service cases. He wants the report formatted so he can see at a glance which cases are new and which are closed. Create a summary report of cases for Roberto.

• Report type: Cases
• Standard filter:
  • Date: Opened Date
  • Range: All Time
• Fields:
  • Case Owner
  • Subject
  • Account Name
• Group: Status
• Report name: Case Status