Reports and Dashboards
- Abraham Lloyd
- Norberto Gonzalez
- Nickolette De Clerck
Many of Cuneiform for Salesforce’s custom fields are supported for use in reports. Our app’s data dictionary has a complete list of reportable fields.
Cuneiform for Salesforce supports Salesforce’s powerful reporting functionality. It enables you to create comprehensive reports with your profiling results, helps you decode patterns and trends buried deep in your Salesforce data and provides meaningful insights that drive decision-making.
If you’re unsure where to start with reports, we recommend starting with our free reporting package add-on, Data Health Reports.
Data Health Reports
Our Data Health Reports package offers 110 reports that give you key insights into your data’s health, reliability, and usage trends. These reports help you assess data quality and spot issues like duplicate values, picklist usage, data governance gaps, and default value usage. Use these reports to:
Kickstart your data quality efforts
Strengthen data governance
Optimize data for business processes
Analyze your data’s shape, health, and reliability
Make smarter organizational decisions
To access the reports in this section, install and configure our free packages: Cuneiform for CRM: Field and Data Management and Cuneiform for CRM: Data Health Reports. For setup instructions, see Setup Field and Data Management and Install Data Health Reports.
Learning Resources
Want to learn more about how you can build and design reports and dashboards? Trailhead is Salesforce's free online learning platform designed to help users of all skill levels develop Salesforce knowledge through guided learning paths.
https://trailhead.salesforce.com/content/learn/projects/quickstart-reports
https://trailhead.salesforce.com/content/learn/modules/reports-dashboards-quick-look
https://trailhead.salesforce.com/content/learn/modules/lex_implementation_reports_dashboards
Use these trails to skill up on how to visualize your CRM’s data. You can apply these skills to the 100+ reports included in our reporting package – and create custom reports and dashboards leveraging Cuneiform’s data health, state, and quality insights.