Reports and Dashboards


1. How to set it up?

Salesforce reports and dashboards are extremely customizable, including the packaged ones; you can learn about them here.

OOTB, the App contains 2 report types, 5 reports, and one dashboard. You and your admin can heavily customize, though.

The reports are:

  1. Incoming Referrals”—shows the Incoming Referrals with the data your partners shared with you.
  2. Outgoing Referrals”—shows the Outgoing Referrals with the data you shared with your partners.
  3. Incoming Referrals for Dashboard” and “Outgoing Referrals for Dashboard”—power the packaged dashboard.
  4. Opportunities without Referral” - show a list of opportunities that do not have any referrals related to them.

The packaged dashboard consists of four charts, summing up all the Incoming and Outgoing Referrals (with Referral Status = “Accepted”) by partner by deal sizes and by the number of referrals.

One change you might want to consider right away is to change the running user of this dashboard. The running user is the user whose security settings determine the data that’s displayed in the dashboard. OOTB, the dashboard’s running user, is set to be the one who installed the package, which is probably a system admin. This means anybody who can see the dashboard will probably have a broader view of data than they normally have.

In order to mitigate that, consider changing the dashboard into a dynamic one. See more details here.

If you don’t want to or can’t make the dashboard dynamic, control access to it by controlling the access to the folder where it is stored. See more details here.

2. Share reports and dashboards with appropriate users

Access to a report or a dashboard in Salesforce is based on access to the folder where it is contained. Also, if you have access to a dashboard but not to its underlying report(s), then you won’t see anything in that dashboard.

OOTB, the packaged folders are only available to the system admins.

Go to the Reports tab > All Folders on the left, find the “WorkSpan Reports” folder, click on the down arrow next to it, and click Share.

In the next modal, select who you want to share with (1)—can be specific users, roles, roles with subordinates, or public groups. Then select which level of access (2) they will have to the folder (and everything inside it). Don’t forget to click Share. You can also see who already has access to this folder (4).

Then do exactly the same with the packaged dashboards folder called “WorkSpan Dashboards.”

See more details here.

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