{"id":1348,"date":"2018-05-13T09:26:06","date_gmt":"2018-05-13T01:26:06","guid":{"rendered":"http:\/\/www.ponybai.com\/?p=1348"},"modified":"2018-05-13T09:26:06","modified_gmt":"2018-05-13T01:26:06","slug":"%e6%8a%a5%e5%91%8a%e5%92%8c%e4%bb%aa%e8%a1%a8%e6%9d%bf","status":"publish","type":"post","link":"http:\/\/www.ponybai.com\/?p=1348","title":{"rendered":"\u62a5\u544a\u548c\u4eea\u8868\u677f\u6982\u8ff0"},"content":{"rendered":"<div class=\"article-content background-transparent\">\n<div class=\"article-description\">\n<div class=\"body\">\n<div class=\"shortdesc\">\n<h2 id=\"Tdxn4tBKheading1\" class=\"helpHead2\"><span id=\"topic-title\" class=\"ph\">\u5b66\u4e60\u76ee\u6807<\/span><\/h2>\n<div class=\"body conbody\">\n<div class=\"p\">\n<p>\u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a<\/p>\n<ul class=\"ul bulletList\">\n<li style=\"list-style-type: none;\">\n<ul class=\"ul bulletList\">\n<li class=\"li\">\u4e86\u89e3Salesforce\u63d0\u4f9b\u4e86\u4e00\u5957\u529f\u80fd\u5f3a\u5927\u7684\u62a5\u544a\u5de5\u5177\uff0c\u53ef\u534f\u540c\u5de5\u4f5c\u6765\u5e2e\u52a9\u60a8\u7406\u89e3\u548c\u5904\u7406\u6570\u636e\u3002<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>\u5f00\u59cb\u4f7f\u7528\u62a5\u544a\u548c\u4eea\u8868\u677f<\/h3>\n<h4>\u5b66\u4e60\u62a5\u544a\u6982\u5ff5\u5e76\u6784\u5efa\u60a8\u7684\u7b2c\u4e00\u4efd\u62a5\u544a\u548c\u4eea\u8868\u677f<\/h4>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/4f455b995b1dfb5318857b8e18ff68cb.png\" alt=\"Trailhead Icon\" width=\"19\" \/>\u00a0\u7ad9\u5185\u62a5\u8868\u5b66\u4e60\u8d44\u6599<\/p>\n<h5>\u62a5\u544a\u548c\u4eea\u8868\u677f\uff08\u95ea\u7535\u4f53\u9a8c\uff09<\/h5>\n<ol class=\"ul\">\n<li><a href=\"http:\/\/www.ponybai.com\/2018\/01\/11\/salesforce-%E6%8A%A5%E8%A1%A8-%E4%BB%AA%E8%A1%A8%E6%9D%BF-%E5%9F%BA%E7%A1%80%EF%BC%881%EF%BC%89\/\">\u95ea\u7535\u4f53\u9a8c\u62a5\u544a\u548c\u4eea\u8868\u677f\u7b80\u4ecb<\/a><\/li>\n<li><a href=\"http:\/\/www.ponybai.com\/2018\/01\/11\/salesforce-%E6%8A%A5%E8%A1%A8-%E4%BB%AA%E8%A1%A8%E6%9D%BF-%E5%9F%BA%E7%A1%80%EF%BC%882%EF%BC%89\/\">\u4f7f\u7528\u62a5\u544a\u751f\u6210\u5668\u521b\u5efa\u62a5\u544a<\/a><\/li>\n<li><a href=\"http:\/\/www.ponybai.com\/2018\/01\/11\/salesforce-%E6%8A%A5%E8%A1%A8-%E4%BB%AA%E8%A1%A8%E6%9D%BF-%E5%9F%BA%E7%A1%80%EF%BC%883%EF%BC%89\/\">\u516c\u5f0f\u62a5\u544a<\/a><\/li>\n<li><a href=\"http:\/\/www.ponybai.com\/2018\/01\/11\/salesforce-%E6%8A%A5%E8%A1%A8-%E4%BB%AA%E8%A1%A8%E6%9D%BF-%E5%9F%BA%E7%A1%80%EF%BC%884%EF%BC%89\/\">\u4f7f\u7528Lightning Dashboard Builder\u53ef\u89c6\u5316\u60a8\u7684\u6570\u636e<\/a><\/li>\n<li><a href=\"http:\/\/www.ponybai.com\/2018\/01\/12\/salesforce-%E6%8A%A5%E8%A1%A8-%E4%BB%AA%E8%A1%A8%E6%9D%BF-%E5%9F%BA%E7%A1%80%EF%BC%885%EF%BC%89\/\">\u4f7f\u7528AppExchange\u6269\u5c55\u60a8\u7684\u62a5\u544a\u7b56\u7565<\/a><\/li>\n<\/ol>\n<ul class=\"ul\">\n<li class=\"li\">\n<h4>\u5e2e\u52a9<\/h4>\n<\/li>\n<\/ul>\n<ul class=\"ul\">\n<li class=\"li\"><a class=\"xref\" title=\"Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading, and sharing reports, review these reporting basics.\" href=\"https:\/\/help.salesforce.com\/articleView?id=rd_reports_overview.htm&amp;type=5\">\u62a5\u544a\u57fa\u7840<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities. Before building, reading, and sharing dashboards, review these dashboard basics.\" href=\"https:\/\/help.salesforce.com\/articleView?id=rd_dashboards_overview.htm&amp;type=5\">\u4eea\u8868\u677f\u57fa\u7840\u77e5\u8bc6<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_analytics_overview_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">Salesforce\u62a5\u8868\u548c\u4eea\u8868\u677f\u5165\u95e8\uff08PDF\uff09<\/a><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%881%EF%BC%89%E5%BC%80%E5%A7%8B%E4%BD%BF%E7%94%A8\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u4f7f\u7528\u62a5\u544a\u548c\u4eea\u8868\u677f\u8fdb\u884c\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\uff08\u95ea\u7535\u4f53\u9a8c\uff09<\/a><\/p>\n<\/div>\n<\/div>\n<h4>\u5ba1\u67e5\u62a5\u544a\u548c\u4eea\u8868\u677f\u9650\u5236<\/h4>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\">\n<li class=\"li\"><a class=\"xref\" title=\"As you report on your data, be aware of these limits, limitations, and allocations.\" href=\"https:\/\/help.salesforce.com\/articleView?id=rd_reports_limits.htm&amp;type=5\">\u62a5\u544a\u9650\u5236\uff0c\u9650\u5236\u548c\u5206\u914d<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"As you build dashboards of your data, be aware of these limits, limitations, and allocations.\" href=\"https:\/\/help.salesforce.com\/articleView?id=rd_dashboards_limits.htm&amp;type=5\">\u4eea\u8868\u677f\u9650\u5236\uff0c\u9650\u5236\u548c\u5206\u914d<\/a><\/li>\n<\/ul>\n<h3><span style=\"font-weight: bold;\">\u62a5\u544a\u60a8\u7684\u6570\u636e<\/span><\/h3>\n<h4>\u6784\u5efa\u62a5\u544a<\/h4>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\">\n<li class=\"li\"><a class=\"xref\" title=\"When you have questions about your Salesforce data, like \u201cHow much revenue did we earn in the South East last quarter?\u201d, \u201cWhich lead source is generating the most closed opportunities?\u201d, or \u201cWhat is the average age of all open cases?\u201d, build a report to get the answers.\" href=\"https:\/\/help.salesforce.com\/articleView?id=rd_reports_build.htm&amp;type=5\">\u5efa\u7acb\u4e00\u4efd\u62a5\u544a<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_report_builder_impl_guide.pdf\" target=\"_blank\" rel=\"noopener\">\u4f7f\u7528\u62d6\u653e\u5f0f\u62a5\u8868\u751f\u6210\u5668\uff08PDF\uff09<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_reports_bucketing_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u4f7f\u7528\u6876\u5b57\u6bb5\uff08PDF\uff09<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_report_summary_functions_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u62a5\u544a\u516c\u5f0f\u6c47\u603b\u51fd\u6570\uff08PDF\uff09<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_report_joined_format_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u4ec0\u4e48\u52a0\u5165\u62a5\u544a\uff1f \uff08PDF\uff09<\/a><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%882%EF%BC%89report-builder\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793aReport Builder\u5165\u95e8\uff08Salesforce Classic\uff09-<span class=\"ph doc_video_title\">Getting Started with Report Builder (Salesforce Classic)<\/span><\/a><\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%883%EF%BC%89%E5%AD%98%E5%82%A8%E6%A1%B6%E5%85%A5%E9%97%A8\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u5b58\u50a8\u6876\u5165\u95e8<span class=\"ph doc_video_title\">Getting Started with Buckets (Salesforce Classic)<\/span><\/a><\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%884%EF%BC%89%E7%9F%A9%E9%98%B5%E6%8A%A5%E8%A1%A8\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u6784\u5efa\u77e9\u9635\u62a5\u8868<span class=\"ph doc_video_title\">Building Matrix Reports (Salesforce Classic)<\/span><\/a><\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%885%EF%BC%89%E8%81%94%E5%90%88%E6%8A%A5%E5%91%8A\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u5728Salesforce\u4e2d\u5f15\u5165\u8054\u5408\u62a5\u544a<span class=\"ph doc_video_title\">Introducing Joined Reports in Salesforce (Salesforce Classic)<\/span><\/a><\/p>\n<h4>\u8fc7\u6ee4\u62a5\u544a<\/h4>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\">\n<li class=\"li\"><a class=\"xref\" title=\"What if your report gives you more data than you need? Use filters to pare down your report until it only shows the data that you want.\" href=\"https:\/\/help.salesforce.com\/articleView?id=reports_builder_filtering.htm&amp;type=5\">\u8fc7\u6ee4\u62a5\u544a\u6570\u636e<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.\" href=\"https:\/\/help.salesforce.com\/articleView?id=reports_cross_filters.htm&amp;type=5\">\u4f7f\u7528\u4ea4\u53c9\u8fc7\u6ee4\u5668\u8de8\u8fc7\u5bf9\u8c61\u8fdb\u884c\u8fc7\u6ee4<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"No need to futz with filters! Pass URL parameters to set filter values in Lightning Experience reports. When linking to reports or when bookmarking a report, add filter value parameters to the URL to customize how the report filters when opened. For example, bookmark your opportunities report and add a filter value parameter to specify whether you see New Business or Existing Business.\" href=\"https:\/\/help.salesforce.com\/articleView?id=reports_filter_url.htm&amp;type=5\">\u5728Lightning Experience\u4e2d\u901a\u8fc7URL\u53c2\u6570\u8fc7\u6ee4\u62a5\u544a<\/a><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%886%EF%BC%89%E8%BF%87%E6%BB%A4%E6%8A%A5%E8%A1%A8%E6%95%B0%E6%8D%AE\/\"><span class=\"ph doc_video_title\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u4f7f\u7528URL\u53c2\u6570\u52a8\u6001\u8fc7\u6ee4\u62a5\u544a\uff08Lightning Experience\uff09<\/span><\/a><\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%887%EF%BC%89%E4%BA%A4%E5%8F%89%E8%BF%87%E6%BB%A4%E5%99%A8\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u5728\u62a5\u544a\u4e2d\u4f7f\u7528\u4ea4\u53c9\u8fc7\u6ee4\u5668<span class=\"ph doc_video_title\">Using Cross Filters in Reports (Salesforce Classic)<\/span><\/a><\/p>\n<h4 style=\"text-align: left;\">\u5206\u4eab\u62a5\u544a\u548c\u62a5\u544a\u6570\u636e<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.\" href=\"https:\/\/help.salesforce.com\/articleView?id=analytics_sharing.htm&amp;type=5\">\u62a5\u544a\u548c\u4eea\u8868\u677f\u6587\u4ef6\u5939Report and Dashboard Folders<\/a><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%888%EF%BC%89%E6%96%87%E4%BB%B6%E5%A4%B9\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u5206\u6790\u6587\u4ef6\u5939\u5171\u4eab<span class=\"ph doc_video_title\">Analytics Folder Sharing (Salesforce Classic)<\/span><\/a><\/p>\n<h4 style=\"text-align: left;\">\u8ba2\u9605\u548c\u8ba1\u5212\u62a5\u544a<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"Schedule and Subscribe to Reports and receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.\" href=\"https:\/\/help.salesforce.com\/articleView?id=reports_subscribe_overview.htm&amp;type=5\">\u8ba1\u5212\u548c\u8ba2\u9605\u62a5\u544a<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_reports_schedule_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u5e38\u89c1\u95ee\u9898\uff1a\u8c03\u5ea6\u62a5\u544a<\/a>\u00a0(PDF)<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%889%EF%BC%89%E8%AE%A2%E9%98%85\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u62a5\u544a\u901a\u77e5<span class=\"ph doc_video_title\">Report Notifications (Salesforce Classic)<\/span><\/a><\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%8810%EF%BC%89%E8%AE%A1%E5%88%92%E6%8A%A5%E5%91%8A\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u62a5\u8868\u6f14\u793a\u6280\u5de7<span class=\"ph doc_video_title\">Tips for Scheduling Reports (Salesforce Classic)<\/span><\/a><\/p>\n<h4 style=\"text-align: left;\">\u4f7f\u7528\u5176\u4ed6\u5de5\u5177\u4e2d\u7684\u62a5\u544a\u6570\u636e<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"Take full advantage of Quip\u2019s living documents by working with connected report data in a Quip spreadsheet. @Mention colleagues to discuss data through real-time discussion threads. Harness hundreds of spreadsheet functions. And add spreadsheets into other Quip docs.\" href=\"https:\/\/help.salesforce.com\/articleView?id=reports_open_in_quip.htm&amp;type=5\">\u5728Quip\u4e2d\u6253\u5f00\u62a5\u544a<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Connect for Office includes an Excel add-in that enables you to securely access your Salesforce reports with Microsoft\u00ae Excel\u00ae. You create the reports you need in Salesforce, then pull them into an Excel worksheet, and use Excel\u2019s formulas, charts, and pivot tables to customize and analyze your data. When Salesforce disables TLS 1.0, we\u2019re ending support for Connect for Office.\" href=\"https:\/\/help.salesforce.com\/articleView?id=office_excel.htm&amp;type=5\">\u4f7f\u7528Excel\u62a5\u544aSalesforce\u6570\u636e<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"To work with report data in a dedicated tool, such as a spreadsheet, export report data as a Microsoft Excel \u00ae (.xls) or comma-separated values (.csv) file.\" href=\"https:\/\/help.salesforce.com\/articleView?id=reports_export.htm&amp;type=5\">\u5bfc\u51fa\u62a5\u544a<\/a><\/li>\n<\/ul>\n<h4 style=\"text-align: left;\">\u6392\u67e5\u62a5\u544a\u95ee\u9898<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_reportperformance_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u4f60\u7684\u5927\u62a5\u544a\u9700\u8981\u5f88\u957f\u65f6\u95f4\u624d\u80fd\u8fd4\u56de\u6570\u636e\u5417\uff1f<\/a>\u00a0(PDF)<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%8811%EF%BC%89%E6%8A%A5%E5%91%8A%E8%BF%90%E8%A1%8C%E6%9B%B4%E5%BF%AB\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u4f7f\u62a5\u8868\u8fd0\u884c\u66f4\u5feb<span class=\"ph doc_video_title\">Making Your Reports Run Faster (Salesforce Classic)<\/span><\/a><\/p>\n<h3 style=\"text-align: left;\">\u4e0e\u4eea\u8868\u677f\u5171\u4eab\u89c1\u89e3<\/h3>\n<h4 style=\"text-align: left;\">\u6784\u5efa\u4eea\u8868\u677f<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"When you\u2019re ready to share Salesforce data with colleagues, build a dashboard. Dashboards let you curate data from reports using charts, tables, and metrics. If your colleagues need more information, then they\u2019re able to view your dashboard\u2019s data-supplying reports.\" href=\"https:\/\/help.salesforce.com\/articleView?id=rd_dashboards_build.htm&amp;type=5\">\u6784\u5efa\u4eea\u8868\u677f<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Get your Lightning Experience dashboard components to show exactly what you want.\" href=\"https:\/\/help.salesforce.com\/articleView?id=dashboards_components_edit_lex.htm&amp;type=5\">\u7f16\u8f91\u548c\u81ea\u5b9a\u4e49Lightning Experience\u63a7\u5236\u9762\u677f\u7ec4\u4ef6<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization.\" href=\"https:\/\/help.salesforce.com\/articleView?id=dashboard_builder_editing.htm&amp;type=5\">\u4f7f\u7528Salesforce Classic\u4eea\u8868\u677f<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Say that your sales people can only view their own opportunities, but you'd like to review all opportunities closed in the last quarter. Create a dashboard and let people view the dashboard as you (or anyone else who can see all opportunities). When your sales people open the dashboard, they see info about all opportunities instead of only their opportunities. (Their data access in Salesforce remains unchanged. They can only see more data in your dashboard.)\" href=\"https:\/\/help.salesforce.com\/articleView?id=dashboards_view_as_overview.htm&amp;type=5\">\u52a8\u6001\u4eea\u8868\u677f\uff1a\u9009\u62e9\u201c\u4eba\u5458\u67e5\u770b\u4eea\u8868\u677f\u201d\u7684\u4eba\u5458\u540d\u79f0<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_dynamic_dashboards_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u5145\u5206\u5229\u7528\u52a8\u6001\u4eea\u8868\u76d8<\/a>(PDF)<\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_dashboards_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u521b\u5efa\u4eea\u8868\u677f\u7684\u63d0\u793a<\/a>(PDF)<\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_dashboard_samples.pdf\" target=\"_blank\" rel=\"noopener\">CRM\u4eea\u8868\u677f\u6837\u672c<\/a>\u00a0(PDF)<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%8812%EF%BC%89%E4%BB%AA%E8%A1%A8%E6%9D%BF%E6%A6%82%E8%BF%B0\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u4eea\u8868\u677f\u6982\u8ff0<span class=\"ph doc_video_title\">An Overview of Dashboards (Salesforce Classic)<\/span><\/a><\/p>\n<h4 style=\"text-align: left;\">\u7b5b\u9009\u4eea\u8868\u677f<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"Dashboard filters make it easy to provide different combinations of data from a single dashboard. You don\u2019t need separate dashboards for different sets of users \u2014 give each group a filter that makes sense for them. When you use a filter on a dashboard, the filtered view is shown again the next time you visit the dashboard.\" href=\"https:\/\/help.salesforce.com\/articleView?id=dashboard_filters_overview.htm&amp;type=5\">\u8fc7\u6ee4\u4eea\u8868\u677f<\/a><\/li>\n<li class=\"li\"><a class=\"xref\" title=\"Adobe Acrobat PDF (New Window)\" href=\"https:\/\/resources.docs.salesforce.com\/212\/latest\/en-us\/sfdc\/pdf\/salesforce_dashboard_filters_cheatsheet.pdf\" target=\"_blank\" rel=\"noopener\">\u4e00\u4e2a\u7528\u4e8e\u8bb8\u591a\u89c2\u4f17\u7684\u4eea\u8868\u677f<\/a>(PDF)<\/li>\n<\/ul>\n<h4 style=\"text-align: left;\"><span style=\"font-weight: 400;\">\u5171\u4eab\u4eea\u8868\u677f<\/span><\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"Use report and dashboard folders to organize your reports and dashboards. To share reports and dashboards, you share the folder, not the report or dashboard itself.\" href=\"https:\/\/help.salesforce.com\/articleView?id=analytics_sharing.htm&amp;type=5\">\u62a5\u544a\u548c\u4eea\u8868\u677f\u6587\u4ef6\u5939<\/a><\/li>\n<\/ul>\n<h4 style=\"text-align: left;\">\u6392\u9664\u4eea\u8868\u76d8\u6545\u969c<\/h4>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/ecb03f1bfc06bd36977e315e688724b6.png\" alt=\"Help Icon\" width=\"19\" \/>\u00a0\u5e2e\u52a9<\/p>\n<ul class=\"ul\" style=\"text-align: left;\">\n<li class=\"li\"><a class=\"xref\" title=\"If you\u2019re not seeing data you expect, refresh for latest data, check that you have the right running user, and verify your dashboard data sources.\" href=\"https:\/\/help.salesforce.com\/articleView?id=faq_dashboards_why_display_this_data.htm&amp;type=5\">\u4e3a\u4ec0\u4e48\u6211\u7684\u4eea\u8868\u677f\u4e0d\u663e\u793a\u6211\u671f\u671b\u7684\u6570\u636e\uff1f<\/a><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><img decoding=\"async\" class=\"image\" src=\"https:\/\/resources.help.salesforce.com\/images\/da0cfbc6e9f046960c1b88241c54861e.png\" alt=\"Video Icon\" width=\"19\" \/>\u00a0\u89c6\u9891<\/p>\n<p><a href=\"http:\/\/www.ponybai.com\/2018\/05\/25\/%E6%8A%A5%E5%91%8A%E5%92%8C%E4%BB%AA%E8%A1%A8%E6%9D%BF%EF%BC%8812%EF%BC%89%E4%BB%AA%E8%A1%A8%E6%9D%BF%E6%A6%82%E8%BF%B0\/\"><span class=\"image doc_video_play_button\"><img decoding=\"async\" class=\"image doc_video_play_button\" src=\"https:\/\/resources.help.salesforce.com\/images\/7abbbed3c9243ffb298fcc3c7dba3bf4.png\" alt=\"Watch Video Demo\" \/><\/span>\u00a0\u89c2\u770b\u89c6\u9891\u6f14\u793a\u83b7\u53d6\u4eea\u8868\u677f\u4ee5\u663e\u793a\u6b63\u786e\u7684\u6570\u636e<span class=\"ph doc_video_title\">Getting Dashboards to Display the Right Data (Salesforce Classic)<\/span><\/a>\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u4e86\u89e3Salesforce\u63d0\u4f9b\u4e86\u4e00\u5957\u529f\u80fd\u5f3a\u5927\u7684\u62a5\u544a\u5de5\u5177\uff0c\u53ef\u534f\u540c\u5de5\u4f5c\u6765\u5e2e\u52a9\u60a8\u7406 &hellip; <a href=\"http:\/\/www.ponybai.com\/?p=1348\" class=\"more-link\">\u7ee7\u7eed\u9605\u8bfb<span class=\"screen-reader-text\">\u62a5\u544a\u548c\u4eea\u8868\u677f\u6982\u8ff0<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[170],"tags":[],"class_list":["post-1348","post","type-post","status-publish","format-standard","hentry","category--lightning"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u62a5\u544a\u548c\u4eea\u8868\u677f\u6982\u8ff0 - \u767d\u767d\u968f\u7b14<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/www.ponybai.com\/?p=1348\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u62a5\u544a\u548c\u4eea\u8868\u677f\u6982\u8ff0 - \u767d\u767d\u968f\u7b14\" \/>\n<meta property=\"og:description\" content=\"\u5b66\u4e60\u76ee\u6807 \u5b8c\u6210\u672c\u5355\u5143\u540e\uff0c\u60a8\u5c06\u80fd\u591f\uff1a \u4e86\u89e3Salesforce\u63d0\u4f9b\u4e86\u4e00\u5957\u529f\u80fd\u5f3a\u5927\u7684\u62a5\u544a\u5de5\u5177\uff0c\u53ef\u534f\u540c\u5de5\u4f5c\u6765\u5e2e\u52a9\u60a8\u7406 &hellip; 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