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Reporting Fundamentals - RPT-101, 29 August 2017, Virtual

Reporting Fundamentals is a must for all users who need to report on the data managed within their Salesforce instance. The course covers Salesforce’s existing reports as well as the Salesforce reporting tool set, to teach you how to customise existing reports and create your own reports. Information on building dashboards and enhancing your reports via formulas and filters is provided to help you analyse your business.

Who should take this course?
Reporting Fundamentals
is designed for all users, including Sales and Service Managers, business analysts and administrators who need to use Salesforce reports to analyse their data.

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses which are available at

  • Getting Started: Navigating Salesforce

What you will learn
When you complete this course, you’ll be able to:

  • Work with standard reports
  • Establish a report building process
  • Build custom reports using different reporting formats
  • Group and summarise reports
  • Use field filters and filter logic
  • Add charts and conditional highlighting
  • Create dashboards

RPT-101, 29 August 2017




1 day

Start Date:

29 August 2017

End Date:

29 August 2017

Course Code:




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