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5 Advanced Reporting Tips for Admins

January 12, 2021 by Ankita Dutta Leave a Comment

As a Salesforce Admin, giving actionable analytics to your users, stakeholders, and executives is a key part of your responsibilities. In fact, in our Essential Habits for Salesforce Admins series, we walk you through how you can make reporting out to your stakeholders and end users an actionable habit. That is to say, reporting is a fundamental part of what you do for your company. And the right report can provide critical insights into trends where you need to take action, as well as data quality and potential issues. Now, whether you’re just starting your journey as a Salesforce Admin or you’ve lost count of the number of dashboards and reports you’ve built over the years, there’s always something to learn about report building. Here are some advanced reporting concepts to help you build complex reports.

1. Harness the power of joined reports

A joined report can contain data

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