by David Carnes | Apr 12, 2023 | Recordings
The idea for this Dōjō session came from an operating partner at a private equity firm who reached out with a reporting question. His goal was to create a market analysis report which he could use as the standard across the portfolio. We started with a mock up in...
by David Carnes | Mar 29, 2023 | Recordings
In this Masters in the Dōjō session, special guest Aaron Crear shared his insights on architecting for reporting....
by David Carnes | Mar 15, 2023 | Recordings
In this Dōjō session we stepped through the 4 Report Formats, discussed the types of Filters, talked about Summaries and Conditional Highlighting, introduced Report Formulas and dabbled in...
by David Carnes | Feb 22, 2023 | Recordings
In this Dōjō session we went back to the beginning, started with the question “Why?”, walked through the Reports tab, talked about organizing reports and their permissions, and then started on creating...
by David Carnes | Feb 8, 2023 | Recordings
The most important decision you make in reporting in Salesforce is the first one- which report type to use. We don’t talk about them a lot, but they have such an impact on the reports we are able to produce. Salesforce provides about 75 or so Standard Report Types. In...
