Salesforce ADM-201 Exam: Can Dashboards be Created Using Standard Reports as Source Reports?

Can Dashboards be Created Using Standard Reports as Source Reports?

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Dashboards can be created by using Standard Reports as Source Reports?

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The answer is true.

In Lightning Experience, dashboards can be created using standard reports as source reports. A standard report is a pre-built report available in Salesforce, and it provides you with a starting point for creating custom reports. Once you create a standard report, you can add it to a dashboard and customize it further by adding charts, tables, and other components.

To create a dashboard using a standard report as a source, follow these steps:

  1. From the App Launcher, select the Reports tab.
  2. Click the New Report button.
  3. Select a report type and customize it as needed.
  4. Click the Save button to save the report.
  5. From the App Launcher, select the Dashboards tab.
  6. Click the New Dashboard button.
  7. Give your dashboard a name and select the number of columns and components you want to include.
  8. In the Components pane, click the Add Component button.
  9. Select Report and choose the report you want to use as a source.
  10. Customize the component as needed by selecting the chart type, adding filters, and adjusting the component settings.
  11. Save the dashboard.

In summary, using standard reports as source reports is a quick and easy way to create dashboards in Salesforce Lightning Experience.