Reports & Dashboards Introduction

Dashboards - Visual display of key metrics and trends for records in your org

  • Each dashboard component consist of a single underlying report
  • Multiple dashboard components can be shown together on a single dashboard
  • Like reports, dashboards are stored in folders, which control who has access
  • you need access to the underlying reports as well
  • Each dashboard has a running user, whose security settings determine which data to display in a dashboard


Reports - A list of records that meet the criteria you define

  • Displayed as a table with rows and columns
  • Can be filtered, grouped or displayed in a graphical chart
  • Every report is stored in a folder, that can be shared with read-only, or read/write permissions



  • Most of the fields in Fingertip are accessible for reporting
  • Access rights to objects, records and fields follow the organization’s security and sharing rules
  • If you cannot see the data in Fingertip, you cannot report on it
  • Building reports and dashboards requires an understanding of which objects the data is coming from and the relationships of those objects
  • Creating, editing and running reports and dashboards requires reporting related profile permissions
    • You also need to have access to the folders where the reports and dashboards are located
    • Fingertip comes with a Fingertip Analytics permission set which gives the user full access to reports and dashboards
  • This guide only goes through the basics


Fingertip comes with four default dashboards.

1 - Adoption - Follow the daily usage of Fingertip

2 - Organization - History and trends about decision making in your environment

3 – Individual - Your personal metrics in Fingertip

4 – Stances - Statistics on Fingertip approvals


The Fingertip dashboards are mostly focused on decision making, planning and tasks..

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