report types in salesforce lightningBlog

report types in salesforce lightning

– Since I am interested in viewing which specific users are switching as well as which types of users are switching, I will add User fields to this Report Type including Profile, Role, Email, and Full Name. He and his team build products that empower customers to measure what is critical to their application.Tune into the Lightning Experience Pro Tips blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way. Many times you will need to join data together from various objects to create meaningful reports. Having tools like this at your fingertips will allow you to lead the way in your company through championing productivity, and continuing to deliver the innovation packed into Lightning Experience.
Analogous to a list view in Salesforce, when you only specify one object in your report type you will only have access to the data stored in the fields defined on that object for your columns*. Using the sample data above, the resulting dataset would be the following:The “Dream Big Inc” account appears in this report but does not have any values showing for the opportunity fields that are included as columns. Don’t see all the fields you want? Review which users are switching from Lightning to ClassicWhen we roll out Lightning to our Users, it is important to understand which Users or groups of Users may be switching back to Classic. In the next post of this two-part series, we’ll be covering three more report types that you can add to your toolbox.Evan Ponter is a Salesforce Admin Hero from Baltimore, MD who has been focusing on declarative development since 2012. For this report, I want to add User fields like Profile, Role, Email, Active, and Full Name. Every Tuesday this month, we will talk about the awesome TDX sessions we saw last month. We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful […]
The following objects can now be used to build Custom Report Types: LightningExitByPageMetrics – Represents standard pages Users switched from Lightning Experience to Salesforce most frequently For example, with the ‘Contacts & Accounts’ report type, ‘Contacts’ is the primary object and ‘Accounts’ is the related object. You can build your own Custom Report Types based on objects specific to Lightning Usage Metrics. Rebecca Saar We’ve covered the basic building blocks of report types. Examining which pages have high exit rates can also help you locate any adoption obstacles and optimize pages that may be loading slowly and impacting your user experience. Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems ! With this information, you can customize the pages for the types of users that use them most often. In the sample data above, each table is already showing what the resulting data set would look like. Since our primary object is “Accounts” in this report type, a record will not be represented unless it is related to an account record.Setting up the report type is simple: First, choose the parent object as the primary object.Then, choose the child object as the related object.Be sure to specify the option for “Each “A” record must have at least one related “B” record.”This is a “left outer join” in SQL terms, which means the resulting data set will display a row for every unique combination of matching records between the two tables, and then will show a row for every parent record that does not have a child record. This information helps us understand what functionality or training would help those Users adopt Lightning. You can add up to 4 layers of objects as long as they have a parent-child relationship. : Once you have saved your new Report Type and made it available for use via the “Deployed” radio button, users can create a New Report and search for Lightning Usage By Page Metrics when selecting the Report Type. There are no joins when creating this kind of report. We are all about the community and sharing ideas.Learn in-demand skills that lead to top jobs with Trailhead, Connect, learn, have fun and give back with #AwesomeAdmins across the globe.The resulting data set looks like this for our sample data:While that will certainly work, you may not need to see all the empty columns for the child object. Adding fields via lookup is a useful step for any Custom Report Type creation, once these fields are added to the Report Type they will be available in all reports created with this Report Type and can be used for filters, grouping, and more. Data about individual User switches between Lightning and Classic is stored in the LightningToggleMetrics object. For this report, we will group by Metrics Date and “to.” In the Report Builder, you can group by Metrics Date, Action (whether the User was switching to Aloha or switching to Lightning), and Profile to create a chart grouping which types of users are switching, which type of switches they are performing, and notice any trends by profile or time.

The following objects can now be used to build Custom Report Types: Represents standard pages Users switched from Lightning Experience to Salesforce most frequentlyRepresents number of Users on Lightning Experience and Salesforce Mobile.Represents Lightning Experience usage grouped by User’s browser.Represents custom pages Users viewed most frequently in Lightning Experience.Represents standard pages Users viewed most frequently in Lightning Experience.Taking the three questions/use cases mentioned above, I’ll walk you through how you can create the reports you need to be successful in continuing to drive Lightning adoption in your org.

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