Reports and Dashboards show how you performed in the past and what’s happening at the moment — they’re key to driving success.
The information provided by Reports and Dashboards is especially important in today’s environment, where it’s critical to be proactive, rather than reactive, in your approach. You want to be able to spot trends and act on them immediately.
A report is a list of records that meet the criteria you define. It is displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. All your Connexys content is available in the Reports tab.
We have already provided you with several standard Connexys reports, see the folder 'Recruitment reports'.
You will be able to adjust, 'save as' or create your own reports as you desire. Be notified that Reports and Dashboards are standard Salesforce functionality and therefore the way Reports and Dashboards work cannot be adjusted.
Preparation and creation
To make the most of Salesforce reporting capabilities, it’s important to plan carefully and then follow these steps to making reports and dashboards part of your business process
A. What do I need to know?
B. Capture the right data
C. Build your reports
D. Use data to change behavior and drive results
For example, a Recruitment department wants to know what Open Jobs they have and what the status is on their Job applications or the number of Jobs they had last quarter.
Step A. What do I need to know?
When designing reports and dashboards, first define what your organization need to know to run your business. What are their key metrics? What kind of behaviors do we want to encourage?
Align metrics with your company vision
Take your business objectives, determine the metrics that measure those objectives, and map those metrics to the capabilities of Salesforce.
Step B. Capture the right data
Your reports and dashboards are only as good as the data behind them. Planning is the key to capturing and displaying the correct metrics.
Identify your sources early. Consider working backwards: plan your reports first and then configure the application by adding custom fields, formulas, and so on.
If your recruitment team wants to see effectiveness then start taking Analytic snapshots to see results over time.
Step C. Build your reports
Start with out-of-the-box reports
We offer you Connexys reports for the Connexys objects; Jobs, Job application, Candidate etc. You can use these reports as the basis for your own reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.
To create a new report
- From the Reports tab, click New Report.
- Select the report type for the report, and click Create.
- Customize your report, then save or run it
Fields Pane (1)
The Fields pane displays fields from the selected report type, organized by folder. Find the fields you want using the Quick Find search box and field type filters, then drag them into the Preview pane to add them to the report.
Filters Pane (2)
Set the view, time frame, and custom filters to limit the data shown in the report.
Preview Pane (3)
The dynamic preview makes it easy for you to customize your report. Add, reorder, and remove columns, summary fields, formulas, groupings, and blocks. Change the report format and display options, or add a chart. The preview shows only a limited number of records. Run the report to see all your results.
Step D. Use data to change behavior and drive results
Reports and dashboards are designed to be iterative. It’s important to keep them current and relevant. To successfully roll out business metrics, good communication is key. Make it easy for your users to find, view, and access the dashboards relevant to them. Use the schedule refresh feature to ensure your users see the most recent data.
Scheduling Reports and/or refresh your dashboard automatically
Reports can be send to you by email or scheduled to be refreshed if they are used in your Dashboard. See the Salesforce Demo.
How to schedule your report?
- Click on the report in your Dashboard or open the Tab Reports and look up your report.
- If you opened your report, see the button 'Run Report'. Click on the arrow on the right and choose 'Schedule Future Runs'.
In the Schedule Report you will be able to customize the schedule details.
The following should be taken into account
- If you do not want to send out emails and only a scheduled refresh on a Dashboard report; make sure 'Send Email To' is not filled in. And after that choose 'To me'
- If you do not want to give an End date, then enter 4000 as a year. Salesforce cannot take End dates after the year 4000. This helps making your report query consistent with the other reports.
Salesforce online course
To open these links, logon with your Salesforce credentials.
Trailhead: Module Reports & Dashboards