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
- Read more about Reports and Dashboards on Salesforce Trailhead.
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..