---
schema_version: "1"
id: ef3eee58bf55ad9e5b34a5352f3f6b34c28237597d421984ee04e1a4ad0fb594
title: Reports and Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/analytics_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.analytics_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73e0d48dac31c2610e9a8ed475afa3cfe08a25db23628fb2196d55d8c74ef1c0
description: Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data.
products:
  - Cross Cloud
release: "264"
---
# Reports and Dashboards

Salesforce offers a powerful suite of reporting tools that work together to help you understand and act on your data.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19747e36">Get Started with Reports and Dashboards</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19747e39">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Get Started with Reports and Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e36 ">Manage Reports and Dashboards in the Analytics
            Tab</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e39 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_home.htm&amp;release=264.0.0&amp;type=5" title="The Analytics tab provides a modern and cohesive experience for organizing all your analytics content in one place. You can access all your reports and dashboards in a single location, making it easier for you to manage and analyze your data. Some of the enhancements you can experience in the Analytics tab include an improved search experience that helps you find the information you need more efficiently. Another enhancement is the organization of your data with Collections to curate analytics for a project or items that are the most relevant to you.">Manage Reports and Dashboards in the
                  Analytics Tab</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_home_find.htm&amp;release=264.0.0&amp;type=5" title="Find the last report or dashboard that you worked with or see what’s available on the Analytics tab. Browse enables you to quickly locate the items you’re looking for by filtering through different categories.">Browsing Analytics Home</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_home_nav.htm&amp;release=264.0.0&amp;type=5" title="Use the navigation breadcrumb to guide you back to where you started when opening items in the Analytics tab.">Use Navigation Breadcrumbs in
                  Analytics Home</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_home_create.htm&amp;release=264.0.0&amp;type=5" title="Create reports and dashboards right from the Analytics tab. Rather than opening multiple tabs, you can stay in one app and create the analytics you want.">Create Reports and Dashboards
                  in Analytics Home</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_home_collections.htm&amp;release=264.0.0&amp;type=5" title="Collections enable you to curate and organize your analytics in a customized way. By creating a collection, you have a personalized set of analytics that’s relevant to your projects or interests. Your analytics can be drawn from different folders, and you can avoid searching different folders to access your most important analytics. In addition, collections can personalize the home page that makes it easier to find and use the information that matters most to you.">Stay Organized with
                  Collections</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_home_favorite.htm&amp;release=264.0.0&amp;type=5" title="Favorite your reports and dashboards for quick access, such as My Analytics, and throughout the Analytics tab.">Favorite Your Reports and
                  Dashboards</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_folders_share_enhanced.htm&amp;release=264.0.0&amp;type=5" title="Use enhanced folder sharing to share a report or dashboard folder with users, groups, roles, or territories. Enhanced folder sharing is the default option for all orgs created after 2013.">Share a Lightning Report or Dashboard Folder</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Get Started with Reports and Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e36 ">Learn Reporting Concepts and Build Your First Report and
            Dashboard</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e39 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_trailhead.png" alt="Trailhead icon"></span> Trailhead</p>
            <ul>
              <li>
                <a href="https://trailhead.salesforce.com/modules/lex_implementation_reports_dashboards" target="_blank">Reports and Dashboards (Lightning
                  Experience)</a>
              </li>

              <li>
                <a href="https://trailhead.salesforce.com/en/modules/reports_dashboards" target="_blank">Reports and Dashboards (Salesforce
                  Classic)</a>
              </li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_reports_overview.htm&amp;release=264.0.0&amp;type=5" title="Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading, and sharing reports, review these reporting basics.">Reports Basics</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_dashboards_overview.htm&amp;release=264.0.0&amp;type=5" title="Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you’ve gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities. Before building, reading, and sharing dashboards, review these dashboard basics.">Dashboards Basics</a>
              </li>


            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/6sEtckzxSxa2uwuKFk6DwW" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Series: Get Started with Reports and
                    Dashboards in Lightning Experience</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/sYQqdnArAvwj4KMzejrQsu" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Series: Get Started with Reports and
                    Dashboards in Salesforce Classic</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Get Started with Reports and Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e36 ">Review Report and Dashboard Limitations</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e39 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_reports_dashboards_limits.htm&amp;release=264.0.0&amp;type=5" title="As you report on your data, be aware of these limits and allocations.">Reports and Dashboards Limits and Allocations</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_reports_dashboards_technical_requirements.htm&amp;release=264.0.0&amp;type=5" title="Review these recommended technical requirements to get the best performance out of Salesforce reports and dashboards.">Lightning Reports and Dashboards Technical Requirements</a>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19747e288">Report on Your Data</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19747e291">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Build Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.rd_reports_build.htm&amp;release=264.0.0&amp;type=5" title="When you have questions about your Salesforce data, like “How much revenue did we earn in the South East last quarter?”, “Which lead source is generating the most closed opportunities?”, or “What is the average age of all open cases?”, build a report to get the answers.">Build a Report</a>
              </li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/qGpi4cPjtUWQ7XV1jT6xnM" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Build a Report (Lightning Experience)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/PHKaSARJY--nhdLAbp0UtA" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Getting Started with Buckets (Salesforce Classic)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/4t9QAQIEbUGBZbPW7SlwFA" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Building Matrix Reports (Salesforce Classic)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/9HiLP7WVAApjQHhyA9QRUQ" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Introducing Joined Reports in Salesforce (Salesforce Classic)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Filter Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_builder_filtering.htm&amp;release=264.0.0&amp;type=5" title="Filter a report by value when you want to define the filter criteria yourself. For example, filter for opportunities worth more than $50,000.00, cases that mention word &quot;widgets&quot; in the subject, or Accounts located in California.">Filter Reports by Values</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_cross_filters.htm&amp;release=264.0.0&amp;type=5" title="Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.">Filter Across Objects with Cross Filters</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_filter_url.htm&amp;release=264.0.0&amp;type=5" title="When linking to or bookmarking a report, add filter value parameters to the URL to customize how the report appears when opened. For example, bookmark your opportunities report and add a filter to specify whether you see New Business or Existing Business.">Filter Reports with URL Parameters in Lightning Experience</a>
              </li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/aQ6RWvyPmFNP44brnAp8tf" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>How to Use Cross Filters (Lightning Experience)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/TaHQu23nPeuDbTqMfHDCyp" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Dynamically Filter Reports Using URL Parameters (Lightning Experience)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/FaYa4ASZ7if9QA4dZmSwOQ" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Using Cross Filters in Reports (Salesforce Classic)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Share Reports and Report Data</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_sharing.htm&amp;release=264.0.0&amp;type=5" title="Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.">Report and Dashboard Folders</a>
              </li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/dNHjnvPaGcaCFRFfeLdwed" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Manage Report and Dashboard Folders (Lightning Experience)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Subscribe to and Schedule Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_overview.htm&amp;release=264.0.0&amp;type=5" title="Receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.">Schedule and Subscribe to Reports</a>
              </li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/x4tssyJhxGMS7R44seKV1i" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Subscribe to Reports and Dashboards (Lightning Experience)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/300zYkjGbx3jEbfrTelBrw" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Report Notifications (Salesforce Classic)</span>
                </a>
              </li>

              <li>
                <a href="https://salesforce.vidyard.com/watch/nwimtyjbnNYnMJf7gdtl-g" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Tips for Scheduling Reports (Salesforce Classic)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Work with Report Data in Other Tools</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_embedded_quip.htm&amp;release=264.0.0&amp;type=5" title="Work with connected report data in a document to collaborate on live Salesforce data in context. @Mention colleagues to discuss data inline or in the document conversations pane. Update filter values from Quip to customize your Salesforce report views without altering the base report in Salesforce.">Salesforce Reports in Quip</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_export.htm&amp;release=264.0.0&amp;type=5" title="You can export report data to a spreadsheet.">Export a Report</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Analyze Report Data Using AI</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li>
                <a href="https://help.salesforce.com/s/articleView?id=analytics.reports_intelligent_overview.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery for Reports (previously known as Einstein Data Insights) scans your report data - quickly and thoroughly - using artificial intelligence and comprehensive statistical analysis. Einstein Discovery for Reports goes deep into the report data, explores underlying patterns, identifies insights, and surfaces those insights with charts and explanations that are easy to understand. Einstein Discovery for Reports works with Tabular and Summary reports.">Analyze Reports with Einstein Discovery for Reports</a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e288 ">Troubleshoot Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e291 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/PkUBzqWi5TaUSTkmUXPgOA" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Making Your Reports Run Faster (Salesforce Classic)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19747e760">Share Insights with Dashboards</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d19747e763">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e760 ">Build Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e763 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.rd_dashboards_build.htm&amp;release=264.0.0&amp;type=5" title="When you’re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, they can view your dashboard’s data-supplying reports.">Build a Dashboard</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.dashboards_components_edit_lex.htm&amp;release=264.0.0&amp;type=5" title="Get your Lightning Experience dashboard widgets to show exactly what you want.">Edit and Customize Lightning Experience Dashboard Widgets</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.dashboard_builder_editing.htm&amp;release=264.0.0&amp;type=5" title="A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization.">Salesforce Classic Dashboards</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.dashboards_view_as_overview.htm&amp;release=264.0.0&amp;type=5" title="A dashboard displays data from each widget’s source report. You can control which data is visible based on the running user.">Control Dashboard Data Visibility</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.dashboards_install_sales_cloud_appexchange.htm&amp;release=264.0.0&amp;type=5" title="The preconfigured Sales Cloud dashboards and underlying reports are based on Sales Cloud objects and fields. Use these dashboards to track key performance metrics for your executives, sales managers, sales reps, and other team members.">Install the Preconfigured Sales Cloud Dashboards from AppExchange</a></li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/jm5Arf95A87Q88j39YCTkQ" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>An Overview of Dashboards (Salesforce Classic)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e760 ">Filter Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e763 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.dashboard_filters_overview.htm&amp;release=264.0.0&amp;type=5" title="Dashboard filters make it easy for users to apply different data perspectives to a single dashboard. Filtering rules apply to fields from the dashboard’s source reports. After filters are defined, a user viewing the dashboard can select a filter to visualize the data of most interest. The filtered view is remembered - the next time the user visits the dashboard, the same filtered view is shown.">Filter a Dashboard</a></li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e760 ">Subscribe to and Schedule Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e763 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.dashboards_subscribe_overview.htm&amp;release=264.0.0&amp;type=5" title="Set up automatic dashboard refreshes and receive refreshed dashboard results by email on a schedule that you set. If you start your week by reviewing your Sales Overview dashboard, expedite your morning by subscribing to the dashboard. After subscribing, you can have it automatically refreshed and in your email inbox each Monday morning at 8:00 AM.">Subscribe to or Schedule Dashboards</a></li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/x4tssyJhxGMS7R44seKV1i" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Subscribe to Reports and Dashboards (Lightning Experience)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e760 ">Share Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e763 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.analytics_sharing.htm&amp;release=264.0.0&amp;type=5" title="Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.">Report and Dashboard Folders</a></li>

            </ul>
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png" alt="Video icon"></span> Video</p>
            <ul>
              <li>
                <a href="https://salesforce.vidyard.com/watch/dNHjnvPaGcaCFRFfeLdwed" target="_blank">
                  <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png" alt="Watch video demo icon"></span>
                  <span>Manage Report and Dashboard Folders (Lightning Experience)</span>
                </a>
              </li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e760 ">Troubleshoot Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d19747e763 ">
            <p><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_help.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.faq_dashboards_why_display_this_data.htm&amp;release=264.0.0&amp;type=5" title="If you’re not seeing the data that you expect, refresh for the latest data, check that you have the right running user, and verify your dashboard data sources.">Why Doesn't My Dashboard Display the Data I Expect?</a></li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>