Data 360 Reports and Dashboards

Easily create standard reports on single or multiple related data model objects (DMOs) or Calculated Insights to determine which areas of your business to focus on. Or, build a custom report type on DMOs to get information on the most pertinent fields and records from Data 360. You can group, filter, and summarize records in the report, run it for near real-time information and share it with others. And, make business decisions faster by visualizing KPIs and trends from Data 360 reports in your dashboards.

By default, users with access to Data 360 can use Data 360 reports.

Get Started with Reports and Dashboards  
Learn Reporting Concepts and Build Your First Report and Dashboard

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Introduction to Data 360 Reports

Reports and Dashboards (Lightning Experience)

Review Data Cloud Reports Examples

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Data Cloud Report Examples

Review Consumption of Credits for Data Cloud Reports and Dashboards

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Billing for Data Cloud Reports and Dashboards

Review Data Cloud Reports and Dashboards Limits and Limitations

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Report on Your Data  
Build Reports

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Series: Get Started with Reports and Dashboards in Lightning Experience

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Build a Report (Lightning Experience)

Share Reports and Dashboards

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Manage Report and Dashboard Folders (Lightning Experience)

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Distribute Reports and Dashboards on Semantic Data Models with Managed Packages

Subscribe to and Schedule Reports

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Use Generative AI to Build Reports

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Adding Calculated Columns with Einstein Report Formula Generation

Share Insights with Dashboards  
Build Dashboards

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Sample CRM Dashboards

Subscribe to and Schedule Dashboards

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Subscribe to Reports and Dashboards (Lightning Experience)

Share Dashboards

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Manage Report and Dashboard Folders (Lightning Experience)