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 | 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...
by David Carnes | Jan 26, 2023 | Recordings
In this session we dove straight in to the Salesforce Spring ’23 release, stepping through each Report & Dashboard enhancement from the release notes. Enhanced Reports on Mobile Personalized Report Filters Report on Report & Dashboard Subscriptions...
by David Carnes | Jan 11, 2023 | Recordings
In this Masters in the Dōjō session, special guest Evan Ponter shared his innovative thinking on Salesforce Reports and in particular going further with Custom Report Types using his Deluxe Report Types methodology. In the session he mentions a Google Doc with his...
