Create Reports Salesforce Lightning | Full Tutorial | 2022

[@bencorley8687]

I'd be lost without you in Lightning. Thanks for all the help.

[@NickBoardman]

Hahahah my pleasure!

[@DanialHamzah-kv4gd]

I have an interview this Thursday. This video is a Godsend. Keep up the great work!

[@adriennszasz1753]

How did the interview go?

[@savleenkaur7285]

Thanks Nick! Your videos are way easy to understand with simple explanation.

[@paddiesnyder5104]

Excellent demonstration - Thank you this helped so much

[@Budinky]

Finally, found the best explanation for Reports! Thank you so much!

[@EdomTube]

It is an eye opening for my salesforce associate exam. Thank you.

[@deda118]

Excellent for a quick start, thank you

[@navaneethkumar2368]

Thanks Nick, let me tell you that your video was one of the most simple one to understand, I have seen a few videos but non of those were so much illustrative and easy to understand. thanks.

[@NickBoardman]

Wow, thanks for the kind comment! I am glad the video helped :)

[@RAMESHRATHOD-js9kc]

Excellent demonstration! Thank you Nick💌

[@Giankarlo72]

Excellent demonstration! Thank you very much!

[@NickBoardman]

Glad it was helpful!

[@kobusingyecarolyne]

Thank you for always taking your to share this knowledge with us

[@TheGreatestHeroEver]

amazing video as always, Nick. Thank you so much!

[@NickBoardman]

My pleasure 🫡

[@Austinechi45]

Thank you very much Nick for this wonderful tutorial

[@CHANEMTHINGNOK]

Amazing tutorial. keep teaching us Nick.

[@patrickelisabeth5988]

Hello Nick, that's the video we should expect from Salesforce to be able to be familiar quickly with the process. 40 minutes which allows you to understand salesforce methodology.

[@AREntertainmentCreations]

Very useful. Thank you sir.

[@sandyg259]

Excellent video - very helpful!

[@NickBoardman]

My pleasure Sandy!

[@Bernard_shang]

Thank you very much Nick

[@amitb1574]

Thank you very much for this guide

[@nilvanaposso1611]

Amazing lesson

[@NickBoardman]

Thanks Nilvana!

[@DanielDenis-SmartFlower]

Excelent video, thank you!

[@NickBoardman]

Glad you enjoyed it!

[@DanielDenis-SmartFlower]

@@NickBoardman I absolutely did - as well as the general Salesforce Introduction one! Subbed and will check our your other content along the way : )

[@chloeshoobridge5297]

Super super helpful! Thank you

[@homeoffice9074]

Super helpful 😊

[@tommyreece5876]

excellent overview

[@SharmaAditya7076]

Nice content thanks Nick👍🏻👍🏻

[@NickBoardman]

Thanks for the kind comment Aditya!

[@gigimyer3991]

Hi Nick, this was great and easy to follow. thank you. Question: when summarizing the average, why do you include the Closed Lost opportunity? wouldn't this cause the data to be lower than it should be?

[@vikaasb2016]

Fantastic 😊!

[@user-tf5nj5oj3m]

Hi Nick, Thanks! why is it not possible to add a grafic chart to a report?

[@JeffMills-uq6dc]

Great presentation Nick. How do you build your dashboard with the saved reports you have created?

[@WD00777]

Are there any recommendations for helpful reports that can be directly applied to bulk matches and fuzzy logic when improving the data hygiene?

[@hazeneze]

thank you for the video , how we can add chart on the reports

[@dtwow98]

Thanks! Question... how do you add a field/column that is only available in a different report type than the one you are creating?

[@sammiepittman3130]

is there a way to generate tables for a powerpoint for sales force?

[@RodinaKhaled-zq2nm]

Thank you it was great

[@sammickable]

Hi Nick, by any chance do you know how salesforce defines the "Probability" field? Thanks!

[@shubhamkolekar5547]

Can we add multiple charts in the report of salesforce lighting? Also can we add multiple totals in the report to have seperate filters for each total in Salesforce reports like we can do in Power Bi or Tableau? For eg : Total Records only show the records for filtered values, what if we want to show the total without any filters when we run the report, can we do that?

[@Kikuri420]

Hi Nick, what platform you suggest to get a certification on Salesforce? Ty.

[@PharmacistRph-v5k]

I don't see the report tab on my home page

[@MarecrisClores]

Hi Nick! How would I get the data of all existing customer in salesforce and export it to excel file?

[@lauranova3705]

Hi Nick, do you offering tutoring for Salesforce? I just started a new job that requires me to learn it and I have no idea what I'm doing.

[@RichPortQueen]

Hows it working out for you?

[@حجابالدوسري-ه9ل]

Thanks bro, but I can not add the chart on the report !

[@sonnygonzalez-sz5nu]

How do you pull sales information by rep who confirmed the deal like in solar

[@mary94110]

Thank you Nick, this was helpful. Probably a dumb question, but our SF entries are not is not very robust nor has all fields completed. If we just want to run a report of contacts that had some activity (eg comments and tasks completed within the contact) for last 2 years, what field would that be? thanks! Mary

[@SilverlakesoundStudios]

I do not have the reports tab in Salesforce basic. I have looked at several help articles and as of 8 15 2024 i can not find reports area anywhere. Is this because you dont get reports in the basic version?

[@gayathrij9098]

Hi Nick, can we change the field/ column names at the report level. If yes how? Your reply will be helpful for me.

[@bindumalavi5502]

Hi Nick, I just started learning Salesforce admin, I have no experience , very beginner level, no IT knowledge at all. Can you please tell me how is the present job opportunities for the people like me in USA?

[@RamonIsamtz]

Hello Nick, how can I filter a list of opportunities SCRM Id's from a report. I have a list of 15k opportunities But I only want the details for 500 of them.

[@layees.msheriff7489]

What's the name of the software you are using?

[@aparnakalle8065]

can you rename a report column?

[@sarathm3281]

How to make the reports visible to others?

[@ainnesiddiqui9311]

Can anyone please guide me, I am using free trial application and many objects like " Case and opportunity" are not appearing at home so i am not able to create flow.

[@Codeandventure]

When you say "not appearing at home" do you mean you do not see the tabs for those objects?

[@akshayskumar9525]

The video is just at the right time i needed🫂

[@NickBoardman]

Amazing, I am glad I could help Akshay!