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If the list view is one only for yourself, or if you have any questions about how to use list views, you can refer to the general guidance around list views: Salesforce - List View Walkthrough.
Light Reports
As with list views, for some use cases, certain basic reports will be included with the creation of your app. The same customizations that are available for list views will be available for those list views, including changing the fields, title, or filter of a given report.
The creation of new light reports will also be available as part of the customization of an app. A light report is…A light report is a level beyond what a list view can provide. You may need a report to sort by more than one field, group data by a particular indicator, or summarize the data, to name a few use cases. Any custom reports will live within your team folder.
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Light reports have certain limitations. Extensive reporting should be done using a different tool. Reach out to the Systems and Data team if you need a larger or more in depth report to discuss the best tool. |
For support with subscriptions, creating your own reports, creating dashboards, or other more advanced report creation, submit a request or a project proposal depending on the scope of your needs, and the Systems and Data Team will follow up with you.
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