Create Reports and Dashboards | Trailhead Screen Reader Instructions

 

Create Reports and Dashboards

Know what bosses love more than a safe space station? Reports and dashboards!  Now that you've created your Space Station Construction app, make sure your supervisors can quickly check your progress.  

 

Create a Report

A report in Salesforce is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. You'll create a report to monitor your supply costs for each Space Station being constructed.

  1. Activate the App Launcher button and select Space Station Construction
  2. From the navigation menu, select  the Reports link and activate the New Report button.
  3. From the Category dropdown, select Other Reports. You must press ENTER to make the selection. From the search grid, select Space Station with Supplies. You may need to press ENTER twice.
  4. Activate the Start Report button.
    If you don't see the Space Station with Supplies report type, go to Setup and select the  Object Manager tab. In the table of objects, locate Supply and activate the drop-down menu next to it, then select Edit. Under the Optional Features heading, check Allow Reports. Activate the Save button. Then go back and create the report.
  5. Back in the report, check the box for Update Preview Automatically.
  6. With the Outline tab selected, locate the Add Column edit field just below the unlabeled button menu. Search for Quantity, Unit Cost, and Total Cost fields in the Add column search and add them as columns one at a time
    Note: You can also use the Fields button to find and search the fields from the tree view to add them to the report. Both ways will work.
  7. In the Column Actions menu for the Space Station Name  column, select the option to group rows by this field. This will separate the report by individual Space Station records
  8. Open the Column Actions menu on the Quantity and Unit Cost columns and choose Summarize, then deselect Sum. Leave Sum as selected for Total Cost Column. For the Quantity and Unit Cost columns, perform the following steps:
    1. Find Summarize in the Column Actions menu but don’t press ENTER.
    2. JAWS users will need to switch to the JAWS cursor, locate Summarize on the page, and left click the S. NVDA users can navigate to Summarize in the Column Actions menu, move mouse to navigator object, and left click.
    3. To uncheck Sum for these two columns, JAWS users must stay in the JAWS cursor, locate Sum on the page, and left click the S to toggle it from selected to deselected. JAWS will not report Sum as checked or unchecked. NVDA users will move to the bottom of the page and locate Sum in the menu there. NVDA reports the option as checked or unchecked.
    4. Navigate to the bottom of the total cost column. Sum should remain selected by default. It should display a totaled number there as a sum. NVDA users will be able to use the Summarize action in the Column Actions menu and check the menu at the bottom of the page to confirm that Sum is checked.
  9. Activate the Save & Run button. enter Supplies for the Report Name and leave everything else as default. Activate the Save button.

You should now see a subtotal for your Space Station. As you build more Space Stations, this report will allow you to monitor multiple Space Stations from one report. Your boss will be pleased with you and certainly give you the rest of the day off to star gaze.

 

Create a Dashboard

You can "WOW" the boss even more by adding a number of reports to a dashboard for quick and easy viewing. A dashboard is a visual display of key metrics and trends. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. Multiple dashboard components can be shown together on a single dashboard page layout, creating a powerful visual display and a way to consume multiple reports that often have a common theme, like number of exhaust ports unsecured, toilet paper usage per Space Station, etc.

  1. From the Space Station Construction app, press ENTER on the  Dashboards link in the navigation menu. Not seeing it? You can search dashboards from the App Launcher.
  2. Activate the New Dashboard button.
  3. Name the dashboard Construction and activate the Create button.
  4. Press ENTER on the Add Component button and select the Supplies report from the table. You may need to press ENTER on the name twice, then locate the Select button to move on.
  5. Navigating down the page, you should come to a group of radio buttons called Display As. These radio buttons allow you to choose different chart types to display for this component. Select the Vertical Bar Chart radio button and activate the Add button.
  6. Activate the Save button then the Done button. If you aren't seeing them, you may need to start at the bottom of the page and SHIFT TAB up to focus them with your screen reader.

All these new efficiencies and processes means those troublemakers don’t stand a chance! You’ve got automation, reports, validation rules, picklists, custom objects, dashboards, and more. All the things troublemakers just despise. Nothing is slipping through the cracks (or exhaust ports, for that matter) now. Countdown to launch in 10, 9, 8, 7…

Resources

Click to return to the unit on Trailhead to verify this step.