Skip to main content
Full Circle Insights

Dashboard and Report Customization Guide

Overview

This section reviews key ways in which you can customize the reports and dashboards package. This documentation is not designed to replace Salesforce documentation or training, but speaks to specific modifications you may wish to make to this package in order to address your business needs.

If you are new to Salesforce reports and dashboards we strongly recommend you read and experiment with the training content provided by Salesforce before customizing this package.

Salesforce Reports & Dashboard documentation:
https://help.salesforce.com/articleView?id=analytics_overview.htm&type=0&language=en_us

Salesforce Trailhead:
https://trailhead.salesforce.com/trails/force_com_admin_beginner/modules/reports_dashboards

The Dashboard Customization Guide will provide you with a plan to identify and role out which custom dashboards your organization will want to consume. The Reports Customization Guide will provide you with details on how to modify specific types of metrics within the reports in order to support the dashboards you will build. 

Note: New customers deploying Response Management from April 1, 2017 onwards will receive this reports and dashboards package as part of the implementation.  Existing customers interested in this package should log a case on the Full Circle Community to arrange to have the package installed.

  • Was this article helpful?