Data & Analytics Management - Reports

Question 1

What are the 4 main report types?

Answer 1

• Tabular
• Summary
• Matrix
• Joined

Question 2

What is the purpose and use case of Tabular reports?

Answer 2

• Purpose: Simple list
• Use case: basic data export; no grouping

Question 3

What is the purpose and use case of Summary reports?

Answer 3

• Purpose: Grouped data with subtotals
• Use case: Most common, group by field

Question 4

What is the purpose and use case of matrix reports?

Answer 4

• Purpose: grouped by rows AND column
• Use case: cross tabulation, pivot tables

Question 5

What is the purpose and use case of joined reports?

Answer 5

• Purpose: multiple report types
• Use case: related objects

Question 6

Name 4 key report builder components

Answer 6

• Filters
• Groupings
• Columns
• Formulas

Question 7

How many report builder groupings can you have?

Answer 7

Up to 3 groupings

Question 8

In report builder, what are standard filters?

Answer 8

Standard filters are quick, pre-configured filter options

Question 9

Name 3 report builder standard filters

Answer 9

• Show me filter
• Date range filter
• Range filter

Question 10

In report builder what are ‘show me’ filters

Answer 10

• Pre-built filter options
• Eg “My opportunities”, “All opportunities”, etc

Question 11

In report builder, what are cross filters?

Answer 11

Filter by presence/absence of related records

Question 12

What are the 2 types of cross filters?

Answer 12

• WITH (Has related records)
• WITHOUT (No related records)

Question 13

In report builder, cross filters, what are sub-filters?

Answer 13

Allow you to add conditions to related records.
- Eg: “Accounts WITH Opportunities WHERE Stage = Closed Won”

Question 14

In report builder, what are the two types of report formula?

Answer 14

• Summary formula
• Row-level formulas

Question 15

In report builder, what are summary formulas and give 5 examples of summary functions

Answer 15

• Calculations on grouped data
• Functions: SUM, AVG, MIN, MAX, COUNT

Question 16

In report builder, what are row-level formulas?

Answer 16

Calculations per record
- Eg: Discount % = (List Price - Sales Price) / List Price

Question 17

In report builder, which formula type calculates across groups?

Answer 17

Summary formulas

Question 18

In report builder, which formula type calculates per record?

Answer 18

Row-level formulas