Salesforce reports and dashboards: build the right report and find out why numbers are missing
For sales reps and managers who answer their own pipeline questions in Salesforce: turning a question into report criteria, report types and why they decide which records appear, the report builder's Outline, Filters and Fields, tabular, summary and matrix formats, standard and field filters, cross filters, filter logic, locked filters, folders, dashboards, running users and dynamic dashboards, and a step-by-step way to find why a record or a total is missing.
- Level
- Intermediate
- Length
- About 50 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 2 Oct 2026
- Salesforce
Skills you'll practise
- Turn a business question into report criteria: report type, format, grouping, filters and date range
- Explain how report type, Show Me, date range and field filters each limit the records in a report
- Use cross filters (with and without) and filter logic to answer exception questions
- Choose tabular, summary or matrix format and a suitable dashboard widget
- Explain why a dashboard can show different numbers from your own report (running user, dynamic dashboards)
- Diagnose a missing record or slow report and fix it
Course outline
- 1.Salesforce reports and dashboardsVideo · 2 min
- 2.From a question to a reportLesson · 17 min
- 3.Filters that answer exception questionsLesson · 17 min
- 4.Dashboards, running users and missing numbersLesson · 16 min
- 5.Salesforce reports and dashboards: build the right report and find out why numbers are missing: knowledge checkKnowledge check · 15 questions
- 6.Final exam9 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Trailhead: Get to Know Lightning Reports and Dashboards (reports, report types, dashboards, running user, folders)
- Trailhead: Create Reports with the Report Builder (Outline, Filters, Fields)
- Trailhead: Format Your Report (tabular, summary, matrix)
- Trailhead: Filter Your Report (standard and field filters, cross filters, filter logic, locked filters)
- Trailhead: Visualize Your Data with the Lightning Dashboard Builder (widgets, dynamic dashboards, report charts)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.