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Reporting Hidden Secrets
What you should know!
by Paul Ginsberg

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#CD19
Amsterdam User Group Co-Leader
Email: paul@naturallyiq.com
Twitter: NaturallyPaul
LinkedIn: Yes 
Paul Ginsberg
Independent Salesforce Consultant
● Secretary
● Office Administrator
● Office Manager
● IT & Office Manager
● IT Helpdesk Officer

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#CD19
Gain your own insights
Allows people to test hypothesis
Visual representation (which works well for lots of people)
Empowerment
Can’t break anything!
Why are reports important?

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#CD19
When you have your report requirement, by each piece of information, write
down:
• The field you need
• The object where that field is found in
Pro Tip
and then WHY!

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#CD19
The Question
Question
Managing Director: who is logging
customer service requests online?
Which Objects…
Who (Contacts)
requests online (Cases)
And the Reason?
She wants to see the effectiveness
of a recent mailing
More Objects!
…mailing (Campaigns!)

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#CD19
Normal Report Types
Single Object Parent Object
Child Object

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#CD19
But can they do this?
Another
Related
Object
Parent Object
Child Object
Explanation: you can have
data displayed from the parent
and/or child object influenced
by related criteria from the
other object – on the Venn
diagram above that would be
the various intersections (but
you can’t display data that is
just on the other child object)

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#CD19
The Demo

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#CD19
For lookups (not Master-Child)
Manually add/remove new fields
Rename fields
Add/rename sections
Add fields from related Lookups
Mental health tip: Don't create too many!
Custom Report Types

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#CD19
Deduplicating contact lists (e.g. you want to send to everyone that have an open
opportunity, but some of those people may have had multiple opportunities)
Accounts without Contacts (data cleansing)
Contacts without recent Activities
Accounts with Contacts in a certain region, cross filtered by open Opportunities;
great for organising client visits
Forthcoming events cross filtered with people that has been in touch with the CEO
(Contacts with Campaign Members, sub-filtered by Type: Event and Start Date: Next
6 months, cross filtered by Contacts with Tasks sub-filtered by Due Date: Last 6
months and Assigned to CEO’s Secretary)
More Cross Filter Examples

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#CD19
Enterprise, Performance, Unlimited, and Developer Editions (not
Professional)
Maximum 3 cross filters per report
Can’t show you fields from the cross filtered objects
Filter logic (1 OR 2 etc) can be used within the report
…but not for the actual cross filtering
Cross Filter Limitations

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#CD19
The differences between Lightning and Classic (skip to “Reports” section):
bit.ly/reporting-compare
Custom Report Types
Blog: bit.ly/reporting-type-blog Video: bit.ly/reporting-type-video
Cross Filters (trailhead: bit.ly/reporting-cross)
Fab Blog: bit.ly/reporting-cross-blog
Amazing Video: reporting-cross-video
Power of One: (trailhead: bit.ly/reporting-one)
This whole deck: bit.ly/reporting-czech
Thank you – extra resources

13.
Thank you!