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Advanced Reports Training for all Editions of Salesforce

This 90 minute, instructor-led online course provides instruction on advanced techniques of Salesforce reporting.  

Who Should Take This Course

  • Administrators or power users who are responsible for creating and modifying reports in Salesforce CRM.  


  • $175 per participant

Suggested Prerequisite

  • Salesforce Reporting Essentials (REP-101) or hands-on Salesforce reporting experience is recommended. You should already be familiar with tabular and summary reports, and be able to do basic customization using the Report Builder interface.

Key Topics Covered

How to leverage the advanced features of Salesforce reporting to improve the analysis of your key business data, including data correlation, trending and exception reporting.  The curriculum includes:

  • Taking Analytics to the next level: how to use cross-filters, bucketing, report formulas and add charts
  • How to create a Joined Report to compare data across Salesforce CRM objects
  • How to create a Custom Report Type to create exception reports
  • Using Analytic Snapshots for trending
  • Report optimization

Benefits & Features

  • Virtual Program - Immediate results without travel or out of the office time. Meet your instructor live through our WebEx sharing platform.
  • Small classes - We encourage Q&A during and at the end of each topic.
  • Live interactive instructor-led sessions - This is not a recording.
  • Substitution allowed.  You may substitute any person from your organization if you are unable to attend. 
  • FREE retake privileges. If you want to go through it again, you may retake the course one time for free within 6 months of your original class date.
  • This program is taught by Certified Administrators.

What is Not Covered

Reporting basics which are generally covered in our Salesforce Reporting Fundamentals (RE-101) course and dashboard creation, management and best practices are covered in our coming soon: Killer Dashboards class.  If you are looking for customized training specific to your organization's needs, please contact us to arrange for private training.