Reports and Dashboards

Sample Training Objectives

• Reports Viewing
  • Identify where to find reports relevant for personal use
  • Demonstrate how to search for reports in the CRM
  • Interpret reports created by other users
  • Export reports for further data modification
• Report Creation
  • Know when to create a new report v.s. cloning/modifying an existing report
  • Select the correct report type for your needs
  • Set up filters to include/exclude appropriate data
  • Identify appropriate fields for report output (including groupings)
  • Classify reports in the appropriate folder structure
  • Create visualizations of report data via report charts and/or dashboards
• Dashboard Viewing
  • Know when to create a new dashboard v.s. cloning/modifying an existing dashboard
  • Select the correct data visualization for your needs
• Dashboard Creation
  • Identify where to find dashboards relevant for personal use
  • Demonstrate how to search for dashboards in the CRM
  • Interpret dashboards created by other users

Training Outline Example

Approximately 3 hours

Training Activity Examples

For report training activities, effective activities would be to create reports. Therefore, ensure your org is ready with data so reports will populate. Here are some examples of scenarios that may be used during training (however, each institution/campus have different needs, ensure that the scenarios are common asks your team will encounter):

• I want to know which students have scheduled appointments with me this week.
• I want to see a list of all of my students who have a success score below a certain threshold, who have outstanding action items, and which items are incomplete so I can provide information on next steps for the students.
• You need a list of walk-in meetings (held via Engage) over the last week, organized by date and the name of the person the student met with.

Supplemental Materials

• Trailhead: Reports + Dashboards for Lightning Experience
• Business Needs
  • Limitations of Reports + Dashboards in Lightning
  • Index of Permissions for Reports and Dashboards
  • Creating Custom Report Types
• Writing Report Training Scenarios
  • Delivered Reports
  • Delivered Reports with Recruitment Manager
  • Relative Date Values
• Dashboards
  • Delivered Dashboards