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Salesforce Reports and Dashboards - Making Your Data Work For You - REPT-1, 27 June 2019, Virtual

This interactive course is essential for Salesforce administrators, analysts, managers, and any end users creating their own reports. It is designed to give you the tools to analyse your data and fully report on it. Graduates of this course will return to their workplace with the skills to create and edit reports across their business; create dashboards; and use advanced reporting functionality.

Duration:       1 day 

Why should you take this course?

Salesforce is a fantastic tool that really helps you drive your business – it gathers a huge amount of data that helps your team in their individual roles. This course will give you the skills and expertise to analyse, manipulate and understand your data within Salesforce in order to help you understand your business better, and use it to drive greater performance within your company. 

Who should take this course?

Our reporting training is designed for any Salesforce users responsible for the setup and customisation of their organisations’ Salesforce reports and dashboards.

This course is suitable for users of any Salesforce Edition, however, some content may only be available to Enterprise and Unlimited edition users.

Note: This course can be run either in person or virtually. Both formats provide demonstrations and hands-on exercises. 

What do I need to know before taking this course?

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 with Salesforce CRM Navigation
  • Getting Started with Salesforce CRM Sales 

What you will learn

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

  • Customise standard reports
  • Create custom reports
  • Apply buckets to group and filter your data
  • Use report filters and cross-filters to analyse your data
  • Create joined reports
  • Add charts to your reports
  • Create high value dashboards 

All course attendees will receive a workbook containing the slides, additional notes and exercises to support the application of their learning back in the workplace.


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REPT-1, 27 June 2019




1 day

Start Date:

27 June 2019

End Date:

27 June 2019

Course Code:




Please note that VAT will be added to the price above


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