Introduction to Reports and Dashboards


This section will provide you a kick start using Salesforce Reports and Dashboards.

We will guide you through the highlights.

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 your Reports tab. 

We have already provided you with several standard Connexys reports, see the folder 'Recruitment reports'.

You will be able to adjust, adjust and 'save as' or create your own report as you desire. 

Be notified that Reports and Dashboards are standard Salesforce functionality and therefore the way Reports and Dashboards work cannot be adjusted.

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