📈Reports
Leverage your data best with customizable, shareable reports
Last updated
Leverage your data best with customizable, shareable reports
Last updated
Salesforce reports and views are great for viewing but limited for editing. Wave allows you to build customizable views that are fully editable in a Google Sheets-like experience. You can also share these reports with colleagues to level up your team’s productivity.
Reports Section: The top section of the Reports screen shows the list of all your Salesforce Reports, along with the Reports that are already mapped.
A brief video illustrates how to edit Salesforce reports using Wave.
Insights: It shows key highlights such as the number of reports mapped, and also lets you to resume your journey from where you left last.
The Reports Section enables you to see your Salesforce Reports and map the desired Reports with Valorx Wave to see them in the Views screen.
This section features:
Search reports: Search is a quick search box. Use it to pick a Report from Salesforce.
All Reports: This section shows the list of all Reports available in Salesforce.
My Reports: This section shows the Public Reports that are shared with everyone in the Salesforce org.
Mapped Reports: This section shows the list of Reports you have opened in Valorx Wave.
When you open a Salesforce report in Valorx Wave, it becomes a Mapped Report.
It is called a Mapped Report because, when you open a Salesforce report in Valorx Wave, you map the Salesforce report with Valorx Wave in a few clicks.
The Mapped Report opens in the Views Screen. You can process it based on your requirements. The method of processing reports is the same as processing the Views.
The changes related to the records (data) can be saved in Salesforce, and the changes related to visibility will be available in Valorx Wave only.
When you want to access a Salesforce report in Valorx Wave, you map it with Valorx Wave in a few clicks. Thus, a Salesforce report becomes a Mapped Report in Wave.
Accessing Salesforce Reports in Valorx Wave enables you to:
Please follow the steps below to open a Salesforce Report in Valorx Wave.
Select the report you want to access by clicking on it.
The Report Mapping screen will open. Report Mapping means mapping Salesforce Report Fields with Valorx Wave View Fields.
In major cases, the fields will be mapped automatically. Sometimes, if they are not, you can map them manually using the Add salesforce field drop-down.
Use the search box to pick an Object from Salesforce to which you wish to map the selected Report. In major cases, the Object will be selected automatically.
The screen will show the automatically mapped fields. You can use the Wave View Field drop-down to change the field if required.
When any field is unmapped, please use the Add salesforce field drop-down to map it. For example, in this case, You can map the Salesforce Report Field Open with Wave View Field Status.
Once satisfied, click Map the Report.
The Report will be mapped, and the screen will show a success message, as shown in the image below.
You can close the message or click Open the Report to open it in the Views screen. We call it the Editable Salesforce Report.
The screen displays the 'Mapped Report Summary Notification' at the bottom right.
Click on the arrow icon on the top for opening the Report in Salesforce
Click on Sync to sync the Report records to match with the latest updates made to the Report in Salesforce. (Note: The notification sign on top of Sync button suggests that there are some new changes detected in the Report.)
It also provides the details of the number of fileds mapped and the total number of records in the report.
The report's name will be listed under the Reports section and will be denoted with the icon as shown in the image below. You can open it and edit it whenever you want to.
Please Note:
You can edit/process the Mapped Report View based on your requirements. The method of processing the Mapped Report Views is the same as processing the Views.
The changes related to the records (data) can be saved in Salesforce, and the changes related to visibility will be available in Valorx Wave only.
Update your Salesforce Report Mapping notification
If any changes are made to the Salesforce Report after mapping it with Valorx Wave Mapped Report View, the Report Mapping Summary Floaty will be highlighted with a notification sign (dot symbol) on top, when you open the Mapped Report View.
Please Note:
Wave currently only supports mapping 'Single Object Tabular Salesforce Reports'.
The following Filters are not supported in mapped reports:
-> Field-to-Field filters
-> Scope filters
-> Bucket field filters
-> Certain date literals for Date filters (the ones that are not present in Wave Grid filters date literals)
-> "Opportunity Status" standard filter for Opportunity reports
