Reports/Dashboards Tutorial

Salesforce Reports&Dashboards Video's on SFDCONESTOP youtube channel - https://www.youtube.com/playlist?list=PLReSpXrazNv4pyk9mAPuQVVxDbcUIDOfp

 

To check if the report is in private folder, run the below soql -

SELECT Id, DashboardId, CustomReportId, dashboard.developername, dashboard.title, dashboard.foldername, dashboard.folderid, dashboard.createdby.name FROM DashboardComponent USING SCOPE allPrivate WHERE CustomReportId='key in id'

Report Performance best practices -

• Its important to educate users and have governance in place to ensure Reports that aren't used for N days are deleted from the org without taking user consent to ensure org performance is not impacted. To get the org data one time insights leverage report run functionality to extract/review instead of saving.
• Ensure to use selective filters to improve the performance of the reports like use AND instead of OR, EQUALS instead of Contains, shorter date ranges, standard index fields like name or any other relevant.
  

https://help.salesforce.com/articleView?id=improving_report_performance.htm

 

Dashboard Performance best practices -

https://help.salesforce.com/articleView?id=improving_dashboard_performance.htm&type=5

Lightning Report/Dashboard Technical Requirements -
https://help.salesforce.com/articleView?id=rd_reports_dashboards_technical_requirements.htm&type=5