Topic
HTC Reports and Reporting
Environment (Products involved such as e.g. hardware, software, network)
Computer, Salesforce
Resolution or Steps
Hennepin has created quite a few reports that you can access through our HTC App. This article will walk you through how to access our current selection of reports and will provide links to the Salesforce articles you will need to learn more about using/creating reports and dashboards.
To see our existing reports:
Log into Salesforce, make sure you are in the HTC App, click on Reports, and then on the All Reports tab.
Here you will see all of the HTC Reports, a description, the folder it resides in, who created it, and when it was created. You can also filter your view by just the reports shared with you or reports that you created by clicking on the Private Reports or Created by Me tab.
If you do not see the report you are looking for, you can create a new report by clicking on the New Report button. You can make this a private report, so only you have access, or you can make it public so that others at HTC can view it.
Full instructions on how to create a report can be found here on Salesforce’s help page.
Salesforce Articles, Help, and Additional Resources:
Reports and Dashboards – main Analytics page that links to trainings, videos, and help articles on using/building reports and dashboards, filtering, cross-filtering etc. Use the content tabs on the left to jump to the section you need.
Reports and Dashboards – Trailhead module introducing reports and dashboards
Activities Reports – links to articles on running standard or custom reports on tasks or events (activities) related to accounts, contacts, opportunities and their associated records.
Filtering Reports – links to articles on filtering and organizing your data into the format that works for your intended purpose.
Creating Custom Report Types – If you do not see the report type you need from the options available to you when creating a report, you can create your own.
Schedule and Subscribe to Reports – If you have reports that you need to access frequently to keep updated on certain metrics, you can schedule and subscribe to those reports to stay informed.
Summary:
If you need additional training and resources, please put in a help desk ticket for the Salesforce Administrator. They will set up a time to review reporting with you and assist you with your reporting needs.