Concepts and Permissions in Reports and Dashboards

This chapter will explain the concept of reports and dashboards in Salesforce, and discuss the data source to generate reports and dashboards. We will continue with the mechanism on reports and dashboards stored in Salesforce with an explanation of the types of report and dashboard folders.

We will continue with permissions, which is a basic setting that controls what a user can do in Salesforce. The same is true for reports and dashboards; many permissions surface around reports and dashboards, such as the ability to create and modify reports, export reports, schedule reports, and so on.

By end of this chapter, you will have gained a strong understanding of data use for reports and dashboards, permissions around users, and granting permissions to a user with Profile and Permission Set.

Throughout the chapter, we will provide notes and tips to help you to understand important items. The topics covered in this chapter are as follows:

• Data for reports and dashboards
• Generating reports and dashboards
• Report and dashboard folder
• Report permissions
• Dashboard permissions