---
schema_version: "1"
id: 98ac129a4938466aef239f9adcc6254ec225e1db8c785f79adaa10f8560e338c
title: Data 360 Reports and Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/datacloud_reports_dashboards_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.datacloud_reports_dashboards_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b3a467144ebb1eb7fc58c7ed9e211c436a1303843fbb9bb5e9665b7363e5c38
description: 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.
products:
  - Data 360
release: "264"
---
# 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.

<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="d131302e42">Get Started with Reports and Dashboards</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d131302e45">&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="d131302e42 ">Learn Reporting Concepts and Build Your First Report and Dashboard</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e45 ">
            <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-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=analytics.rd_dc_reports_dashboards_create_standard_reports.htm&amp;language=en_US" target="_blank">Create a Standard Report on Data Cloud
                  Objects</a></li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=sf.rd_reports_overview.htm&amp;language=en_US" target="_blank">Reports Basics</a>
              </li>

              <li>
                <a href="https://help.salesforce.com/s/articleView?id=sf.rd_dashboards_overview.htm&amp;language=en_US" target="_blank">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-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video</p><a name="datacloud_reports_dashboards_overview__ul_t3n_134_g2c"><!-- --></a>
            <ul id="datacloud_reports_dashboards_overview__ul_t3n_134_g2c">
              <li><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/FHRkHt3aqpKzhpoeG35dhw" target="_blank">
                  <span class="doc_video_title">Series: Find Answers to Business Questions
                    with Data Cloud Reports</span>
                </a></li>

              <li><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/6sEtckzxSxa2uwuKFk6DwW" target="_blank">
                  <span class="doc_video_title">Series: Get Started with Reports and
                    Dashboards in Lightning Experience</span>
                </a></li>

            </ul>
            <p><a name="datacloud_reports_dashboards_overview__image_ul5_fzn_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:10px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_ul5_fzn_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/trail_60.png" alt="Trallhead icon"></span> Trailhead</p>
            <p>
              <a href="https://trailhead.salesforce.com/modules/introduction-to-data-cloud-reports" target="_blank">Introduction to Data 360 Reports</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/modules/lex_implementation_reports_dashboards" target="_blank">Reports and Dashboards (Lightning
                Experience)</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Get Started with Reports and Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e42 ">Review Data Cloud Reports Examples</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e45 ">
            <p><a name="datacloud_reports_dashboards_overview__image_z5r_3zn_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_z5r_3zn_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_dashboards_examples.htm&amp;language=en_US" target="_blank">Data Cloud Report Examples</a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Get Started with Reports and Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e42 ">Review Consumption of Credits for Data Cloud Reports and Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e45 ">
            <p><a name="datacloud_reports_dashboards_overview__image_lxv_3zn_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_lxv_3zn_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_dashboards_usage_billing.htm&amp;language=en_US" target="_blank">Billing for Data Cloud Reports and Dashboards
              </a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Get Started with Reports and Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e42 ">Review Data Cloud Reports and Dashboards Limits and Limitations</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e45 ">
            <p><a name="datacloud_reports_dashboards_overview__image_tqy_3zn_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_tqy_3zn_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <ul>
              <li><a href="https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_dashboards_limits.htm&amp;language=en_US" target="_blank">Data Cloud Reports and Dashboards Limits and
                  Limitations</a></li>

              <li><a href="https://help.salesforce.com/s/articleView?id=sf.rd_dc_reports_calculated_insights_limits.htm&amp;language=en_US" target="_blank">Considerations for Data Cloud Reports on
                  Calculated Insights</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="d131302e227">Report on Your Data</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d131302e230">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e227 ">Build Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e230 ">
            <p><a name="datacloud_reports_dashboards_overview__image_mw5_3g4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_mw5_3g4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video</p>
            <p><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/6sEtckzxSxa2uwuKFk6DwW" target="_blank">
                <span class="doc_video_title">Series: Get Started with Reports and Dashboards
                  in Lightning Experience</span>
              </a></p>
            <p><a name="datacloud_reports_dashboards_overview__image_vfs_3g4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_vfs_3g4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video</p>
            <p style="margin-bottom:0;"><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/qGpi4cPjtUWQ7XV1jT6xnM" target="_blank">
                <span class="doc_video_title">Build a Report (Lightning Experience)</span>
              </a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e227 ">Share Reports and Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e230 ">
            <p><a name="datacloud_reports_dashboards_overview__image_hqn_3g4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_hqn_3g4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video</p>
            <p><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/dNHjnvPaGcaCFRFfeLdwed" target="_blank">
                <span class="doc_video_title">Manage Report and Dashboard Folders (Lightning
                  Experience)</span>
              </a></p>
            <p><a name="datacloud_reports_dashboards_overview__image_i4j_z2s_1fc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_i4j_z2s_1fc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=analytics.rd_dc_reports_dashboards_create_managed_packages.htm&amp;language=en_US" target="_blank">Distribute Reports and Dashboards on Semantic Data
                Models with Managed Packages</a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e227 ">Subscribe to and Schedule Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e230 ">
            <p style="margin-bottom:0;">
              <a name="datacloud_reports_dashboards_overview__image_ycd_3g4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_ycd_3g4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video
            </p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report on Your Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e227 ">Use Generative AI to Build Reports</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e230 ">
            <p><a name="datacloud_reports_dashboards_overview__image_wzg_jg4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_wzg_jg4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sf.rd_dc_genai_report_formula_generation.htm&amp;language=en_US" target="_blank">Adding Calculated Columns with Einstein Report
                Formula Generation</a></p>
          </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="d131302e370">Share Insights with Dashboards</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d131302e373">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e370 ">Build Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e373 ">
            <p><a name="datacloud_reports_dashboards_overview__image_yfq_jg4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_yfq_jg4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_knowledge_base.png" alt="Help icon"></span> Help</p>
            <p style="margin-bottom:0;"><a href="https://developer.salesforce.com/docs/atlas.en-us.salesforce_dashboard_samples.meta/salesforce_dashboard_samples/salesforce_sample_dashboards.htm" target="_blank">Sample CRM Dashboards</a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e370 ">Subscribe to and Schedule Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e373 ">
            <p><a name="datacloud_reports_dashboards_overview__image_wtc_hg4_vcc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="width:19px;margin-bottom:0;" id="datacloud_reports_dashboards_overview__image_wtc_hg4_vcc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video</p>
            <p style="margin-bottom:0;"><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/x4tssyJhxGMS7R44seKV1i" target="_blank">
                <span class="doc_video_title">Subscribe to Reports and Dashboards (Lightning
                  Experience)</span>
              </a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Share Insights with Dashboards" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e370 ">Share Dashboards</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d131302e373 ">
            <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-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/landing_video.png" alt="Video icon"></span> Video</p>
            <p style="margin-bottom:0;"><a class="doc_video_link" href="https://salesforce.vidyard.com/watch/dNHjnvPaGcaCFRFfeLdwed" target="_blank">
                <span class="doc_video_title">Manage Report and Dashboard Folders (Lightning
                  Experience)</span>
              </a></p>
          </td>

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