Free Preview

Want a glimpse of what the course is like? We've made some lessons available to you for free. (Check out the Overview of the Report Builder under the Building Reports chapter)

Here's What You'll Get

Once you purchase, you'll get instant access to all video lessons and email support. And after this course, you'll be able to...

  • Learn Lightning Fast

    Learn the basics without being overwhelmed with a mountain of information. We designed this Salesforce reporting course so you learn only the most important information you need to start creating reports and dashboards.

  • Build With Confidence

    Build Salesforce reports and dashboards with ease - even if you struggle with using technology. We provide step-by-step instructions, best practices, and resources to help you effectively use reports and understand your data.

  • Measure Your KPIs

    Remove uncertainty and really understand what's going on in your business. We'll show you how to use your data to create useful, actionable reports and dashboards that you can feel confident in sharing with others. Trust us, you got this.

  • Get Expert Tips & Advice

    Apply best practices to your own business. You'll get our expert tips and tricks, plus examples of use-cases we've learned over the years from working with our many clients.

  • Visualize Your Data

    Create dashboards that help you and others easily understand your company's data. You'll also learn how to share and subscribe to reports and dashboards.

  • Find Actionable Insights

    Transform your business with reliable data. By measuring and reporting on the metrics that matter most, you can find actionable insights to help improve your processes.

Course Curriculum

    1. Course Intro

    2. Reports and Dashboards Overview

    3. Before You Get Started

    1. Creating a Report and Choosing a Report Type

    2. Overview of the Report Editor

    3. Using Report Filters

    4. Using Report Columns and Groups

    5. Adding a Chart to Reports

    6. Creating a Dashboard

    7. Overview of Dashboard Settings

    1. Are you getting value from this course?

    1. Exploring Data and Subscribing

    2. Exporting Reports and Dashboards

    3. Editing Records From Reports

    4. Embedding Reports and Dashboards Throughout Your Org

    1. Row and Summary Formulas

    2. Buckets and Conditional Formatting

    1. One More Things Before You Go

    2. What's Next

    3. Check Out These Other Resources

About this course

  • $99.00
  • Salesforce Certified Instructor
  • Step-by-Step Tutorials

Pricing Options

Purchase this course for yourself or for your whole team! Small teams needing 3 licenses get a discount of 10% off while larger teams needing 10 licenses get a discount of 20% off. When you buy, you'll immediately get one license, with codes for the rest (if applicable) following shortly after.


Ty Reagan

5 star rating

“At the time of buying this course, I had only been a Salesforce Admin for one month and my sales team didn't hold back on asking me for reports on data almost every day. It would take me hours digging through salesforce articles and trailhead cou...”

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“At the time of buying this course, I had only been a Salesforce Admin for one month and my sales team didn't hold back on asking me for reports on data almost every day. It would take me hours digging through salesforce articles and trailhead courses to find the information I needed to even get the correct objects on a report. Thankfully I came across Rotive's course and in just one day I had all the knowledge I needed to produce the basic reports that my team was asking for. If you need to learn how to build reports quickly and put the data together in an easy-to-look-at report/dashboard, then don't hesitate to buy this course. I highly recommend it.”

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100% Money-Back Guarantee

If the course doesn't work for you, you have 30 days to request your money back with no questions asked. Although all our students have loved the course so far, we want to make sure you get value for your money and find our product helpful.
100% Money-Back Guarantee

Meet Your Instructor

Brian Hays expertly teaches Sales Cloud and Pardot (now Marketing Cloud Account Engagement) to individuals and businesses of all sizes and industries. Since launching Rotive in 2020, he has helped hundreds of businesses automate their processes using Salesforce. He is 7x Salesforce Certified, a Trailhead Ranger, and a tech enthusiast who loves talking about automation and business strategy.

Brian Hays

Salesforce Consultant & Instructor


  • Who is this course for?

    This crash course is perfect for beginner Salesforce users who have a basic understanding of the platform and want to effectively use and build reports and dashboards.

  • Who is this course NOT for?

    This Salesforce reporting course was not constructed for advanced users or students studying for their certifications - while it wouldn't hurt, this course was not designed to help you pass your exams.

  • Do I need anything for this course?

    You'll need a Salesforce org - this can be a paid org, developer org, or even a free Trailhead org. You could take the course without a Salesforce org, but we believe you will get the most benefit from building reports and dashboards along with the instructor.

  • How long will I have access to the course?

    Each course comes with 12 months of access to all course information and materials.

  • What if I need additional help?

    Students will be able to reach out to us by email if they run into issues with the course. You can also check out our free resources on the Rotive YouTube channel!

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