Lightning Experience Reports & Dashboards Specialist Challenge #3

Folder Administration and Report Cleanup:-

Create 4 Folder Using Below Name:-

SolarBot Executive Reports

SolarBot Sales Reports

SolarBot Support Reports -> Status Reports(New Folder)

SolarBot R&D Reports

Folder Shared Permissions to Public groups :-

Folder Name -> Shared Permissions

SolarBot Executive Reports -> Report and Dashboard Administrators(Manage), Executive Team(Edit)

SolarBot Sales Reports -> Report and Dashboard Administrators(Manage), Executive Team(View), Sales Leadership Team(Manage),Sales Team(View)

SolarBot Support Reports -> Report and Dashboard Administrators(Manage), Executive Team(View), Sales Leadership Team(View),Support Team(Edit), Research and Development team(View)

SolarBot R&D Reports -> Report and Dashboard Administrators(Manage), Executive Team(View), Research and Development team(Manage)

Report Cleanup :-

Folder -> Move Report Name

SolarBot R&D Reports -> Potential SB Product Names for R&D

SolarBot Sales Reports -> Erin's SB Opp Matrix for Sales, Marketing's SB Lead Report for Sales

 Report Recycle Bin -> Lincoln's SolarBot Research to remove

Report on Custom Object Data :-

Setup -> search Report types

Report type -> SolarBots and Status Data.

Description: Use this for creating reports that use SolarBot and SolarBot Status data.

Category:- Other Reports category

Deployment Status:- Deployed

Object Relationships :- SolarBots (A) with or without related records from SolarBot Status (B)

Remove Below fields from layout:-

• kWh Roll-Up
• Temp Roll-Up
• Obscured Roll-Up
• Number of Status Records
• Maintenance Requested