Salesforce for Reports & Dashboards (Classic) Course

Available: Live Online or Onsite. Private Training For Groups.

Attend Our Classes From Home - No Software Needed - Learn More...

Salesforce TrainingSalesforce for Reports & Dashboards (Classic)

by Certstaffix® Training

Length: 1 day(s)      Public Class Price: $510/person (USD)      Group Class Price: Request Quote      Course Category: Salesforce


Salesforce Training
This class is delivered by a live instructor and is specifically designed to teach administrators, business analysts, or report writers' how to utilize the basic and advanced analytic capabilities of Salesforce.

A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix, and join reports. Students will learn advanced reporting functionalities such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and building custom report types. Finally, students will learn how to create and run dashboards, and schedule and email reports and dashboards.

This course will cover the Classic version of Salesforce.
Course Description: Print It | Download PDF | Email It

  Public Classes - Live Online at Your Location or OursHow It Works

Certstaffix® Training public classes are instructor-led, live online training you attend from your home or work or in one of our local computer labs. Our live online instructors teach you from a remote location while being able to interact with students as in a traditional classroom setting.

  • A real, live instructor teaching you from another location
  • Hands-on learning with the software/skills you are being taught
  • Interaction with all students in the class at other locations
  • Any needed software for class provided in online lab environment
  • Easy assistance from the instructor

* All Public Classes are Running Live Online as Scheduled *

Click a class date below to register & view location/attendance options.
Registrations received less than 15 days before start will be provided an eBook while print book ships.

 Register ➥   June 4, 2020     
 Register ➥   July 14, 2020     

  Group Classes for Organizations - Onsite or Online How It Works

Have a group of employees needing the same training? Onsite training at your office or group live online classes are great solutions.  

  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Knowledge Pre-Requisites


Course Topics

Introductions/log into training orgs
• Overview of Salesforce object model
• Tabular, summary, matrix, and join reports
• Charts, bucket fields, report summary fields, and conditional highlighting
• Custom report types
• Dashboards
• Report and dashboard scheduling
Course Description: Print It | Download PDF | Email It

Public Class Format

Certstaffix® Training public classes are instructor-led live online training you attend either from your home/work location or in one of our computer labs. Our live online instructors teach you from a remote location while being able to interact with you like in a traditional classroom.


Quality Instructors

Our instructors have many years of experience teaching adult learners in person and online.

Complete Lab Environment

Access to software required is provided in a lab environment during class.

Hands-on Learning

Most classes are not all lecture - you can learn by actually doing.


Small Classes

You get more attention from the instructor and classes flow more smoothly.

Post-Class Lab Access*

Access practice lab environment for 180 days after most classes*.


Low Cancellation Rate

Most classes run as scheduled.



*These courses do not have post-class lab environment access: Adobe, Salesforce, QuickBooks Online Edition, Google, HTML, WordPress, ITIL, Six Sigma, CompTIA, Project Management, SEO, Social Media.


Group Training

Have a group of employees needing the same training? Onsite training at your office or group live online classes are great solutions.

How Group Training Works





  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be fully customized to your training needs
  • Each student receives a Course Manual with Practice Files (Materials provided before the class date)
  • If a course has a hands‐on lab, we provide access to the configured course software and files.
    (Requires a high‐speed internet connection and certain open ports on your firewall. You can perform a Connection Assessment Test here)
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session
  • Training is completed in a convenient session(s) of your choosing
  • Two 15 minute breaks and one hour long break for lunch daily

Request a Free Quote

Salesforce for Reports & Dashboards (Classic) Class Reviews

Here are a sample of Salesforce class reviews from past students that have attended our Salesforce training courses.



This class is delivered by a live instructor and is specifically designed to teach administrators, business analysts, or report writers' how to utilize the basic and advanced analytic capabilities of Salesforce.

A student in this class will learn the basic Salesforce object model, and how to create and secure reports and dashboards. The instructor will lead students through exercises to create tabular, summary, matrix, and join reports. Students will learn advanced reporting functionalities such as charting, report summary fields, bucket fields, conditional highlighting, advanced report filters, and building custom report types. Finally, students will learn how to create and run dashboards, and schedule and email reports and dashboards.


This course will cover the Classic version of Salesforce.


Certstaffix® Class Reviews

Student Average:
4.77 out of 5 from 72 students

4.64 out of 5

The only suggestion I would have is to put tabs dividing each section so they are easier to flip back to. :) Otherwise I think the course was great and loved the instructor!


- attended our Salesforce.com: Administrator class

5.00 out of 5

The instructor was great. I really appreciate her willingness to go above and beyond.


- attended our Salesforce.com: Administrator (Lightning) class

4.90 out of 5

The instructor was excellent willing to start early or stay late to make sure everyone understood the concepts and was able to complete all assignments.


- attended our Salesforce.com: Administrator class

4.94 out of 5

The instructor was by far the best online instructor I've ever had, and I've taken a couple of dozen "online live" courses.


- attended our Salesforce.com: Administrator (Lightning) class

5.00 out of 5

The instructor for this class was awesome!


- attended our Salesforce Certified Sales Cloud Consultant class

4.71 out of 5

The instructor did a great job, and was clearly very knowledgeable on the subject. He had very good examples from his own experience, which made the content more meaningful.


- attended our Salesforce for Reports & Dashboards class

4.85 out of 5

Thank you so much!


- attended our Salesforce.com: Administrator (Lightning) class

4.61 out of 5

Terri was terrific! She provided a get environment for learning the material and paced the class for all levels of trainees. She was informative and open to suggestions. I would highly recommend her and the course to others!


- attended our Salesforce.com: Administrator (Lightning) class

4.57 out of 5

Terri was an amazing instructor! Before the class began, I wasn't sure how qualified the instructor would be, but Terri was awesome and very knowledgeable. She was also curious and more than willing to search out questions that were not covered or beyond the scope of the course. Honestly, the instructor made this course valuable.


- attended our Salesforce.com: Administrator (Lightning) class

4.67 out of 5

Our instructor went above and beyond to answer my questions that were outside the material for the class.


- attended our Salesforce.com for Sales Representatives (Classic) class

4.22 out of 5

Our instructor was wonderful and very engaging / open to questions. Due to the large content of material covered, a less than adequate time was spent on complex processes. I feel a lite understanding of the more complex aspects of Sales force was obtained. Specifically I would have liked to spend more time on Process Builder and other connected application and processes but coarse overall was a good high level review.


- attended our Salesforce.com: Administrator (Lightning) class

4.87 out of 5

Our instructor Neila Scott was the highlight of the week. She was very friendly and entertaining and took the time to go over our questions that were not presented in the manual.


- attended our Salesforce.com: Administrator (Classic) class

5.00 out of 5

Neila was very helpful and patient. She made the material easy to digest and it was a great class overall


- attended our Salesforce.com: Administrator (Lightning) class

4.43 out of 5

Neila was a wonderful teacher. She's very clear, encouraging and engaging.


- attended our Salesforce.com: Administrator (Lightning) class

5.00 out of 5

Neila Scott is an outstanding instructor. She is very knowledgeable on the subject matter and very engaging to her students. She made the class a very enjoyable experience and would highly recommend taking any of her classes!


- attended our Salesforce.com: Administrator class

4.96 out of 5

Neila Scott created a learning environment that allowed our group to be very interactive and collaborative. She was a great instructor and would highly recommend this class.


- attended our Salesforce.com: Administrator (Lightning) class

4.54 out of 5

Neila is wonderful and caring, wanting everybody to succeed post her class and have a genuine understanding of the system and style at which SFDC exams are presented to give you confidence as you head towards or deeper into your career.


- attended our Salesforce.com: Administrator (Classic) class

5.00 out of 5

My instructor Neila was beyond helpful and knowledgeable on the subject she taught, and I would highly recommend her to anyone taking Salesforce courses. She was a breath of fresh air and made me enjoy the training more than I could have ever imagined. Going into this I did not expect the hours to just fly by, but they did. Time flies when you are having fun! We had fun and we learned so much, I will never forget you Neila! :)


- attended our Salesforce.com: Administrator (Classic) class

4.97 out of 5

Miss. Fernandez was very patient throughout the entire session. She answered all of my questions thoroughly and even answered any off topic questions/concerns that came up throughout the session. I was very happy that she included how to do lead importing and pulling reports in Salesforce (which was my main reason for attending this class).


- attended our Salesforce for Marketing class

5.00 out of 5

Loved the class Neila was great


- attended our Salesforce.com: Administrator (Lightning) class

4.64 out of 5

Love Cindi Wood my second class with her and she is very helpful!!!


- attended our Salesforce Power User for Sales class

4.60 out of 5

Jamie had some good helpful tips through out the course. Very appreciative.Thank you


- attended our Salesforce.com: Administrator class

4.86 out of 5

Jamie did a fantastic job! She was patient and extremely knowledgeable :)


- attended our Salesforce.com: Administrator class

5.00 out of 5

Instructor was great and went above and beyond of the class


- attended our Salesforce Power User for Sales class

5.00 out of 5

I really enjoyed the class and the instructor was very professional, nice, and knowledgeable.


- attended our Salesforce.com for Sales Representatives (Lightning) class

4.95 out of 5

I plan on taking several more training classes, I hope we get Terri again.


- attended our Salesforce.com for Sales Representatives (Classic) class

4.70 out of 5

I had a terrific experience with this training. The instructor was very personable and accommodating when answering questions and further explaining details of steps. She was very professional and seemed very knowledgeable with the subject matter. It was a very engaging and informative training and I would recommend. Many thanks.


- attended our Salesforce.com: Administrator (Classic) class

5.00 out of 5

great instructor. neila was very knowledgeable


- attended our Salesforce.com: Administrator (Lightning) class

5.00 out of 5

Gisele was awesome...really great in working with me. Who says an old dog cant learn new tricks...she did just that.


- attended our Salesforce.com for Sales Representatives (Lightning) class

4.86 out of 5

Dominic did an excellent job and I really enjoyed his energetic personality.


- attended our Salesforce.com: Administrator class

4.50 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

4.74 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

4.70 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

4.33 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

5.00 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

4.83 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

4.61 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

4.39 out of 5


- attended our Salesforce.com: Administrator (Lightning) class

5.00 out of 5


- attended our Salesforce.com: Administrator (Classic) class

4.74 out of 5


- attended our Salesforce.com: Administrator (Classic) class

4.72 out of 5


- attended our Salesforce.com: Administrator (Classic) class

4.33 out of 5


- attended our Salesforce.com: Administrator (Classic) class

4.76 out of 5


- attended our Salesforce.com for Sales Representatives (Lightning) class

4.57 out of 5


- attended our Salesforce.com for Sales Representatives (Classic) class

5.00 out of 5


- attended our Salesforce.com for Sales Representatives (Classic) class

4.94 out of 5


- attended our Salesforce.com for Sales Representatives (Classic) class

4.90 out of 5


- attended our Salesforce.com for Sales Representatives (Classic) class

4.95 out of 5


- attended our Salesforce Power User for Sales class

5.00 out of 5


- attended our Salesforce Power User for Sales class

5.00 out of 5


- attended our Salesforce Power User for Sales class

4.75 out of 5


- attended our Salesforce for Reports & Dashboards (Lightning) class

4.26 out of 5


- attended our Salesforce for Reports & Dashboards (Lightning) class

4.04 out of 5


- attended our Salesforce for Reports & Dashboards (Lightning) class

4.96 out of 5


- attended our Salesforce for Reports & Dashboards (Classic) class

4.61 out of 5


- attended our Salesforce for Reports & Dashboards (Classic) class

4.39 out of 5


- attended our Salesforce for Reports & Dashboards (Classic) class

4.95 out of 5


- attended our Salesforce for Marketing (Lightning) class

4.94 out of 5


- attended our Salesforce for Marketing (Lightning) class

4.61 out of 5


- attended our Salesforce for Marketing (Classic) class

4.87 out of 5


- attended our Salesforce.com for Sales Representatives class

4.59 out of 5


- attended our Salesforce for Reports & Dashboards class

4.71 out of 5


- attended our Salesforce for Marketing class

5.00 out of 5


- attended our Salesforce.com: Administrator class

4.71 out of 5


- attended our Salesforce for Reports & Dashboards class

4.86 out of 5


- attended our Salesforce for Reports & Dashboards class

5.00 out of 5


- attended our Salesforce for Reports & Dashboards class

4.94 out of 5


- attended our Salesforce for Reports & Dashboards class

4.47 out of 5


- attended our Salesforce.com: Administrator class

4.94 out of 5


- attended our Salesforce.com: Administrator class

4.71 out of 5


- attended our Salesforce.com: Administrator class

4.94 out of 5


- attended our Salesforce for Marketing class

4.53 out of 5


- attended our Salesforce.com: Administrator class



Please contact us if we do not yet have any reviews or you would like more.


View all Salesforce training reviews

Salesforce Courses By City:

BC - Vancouver       HI - Honolulu       NC - Winston-Salem       QC - Montreal      
CA - Bakersfield       IA - Des Moines       ND - Bismarck       RI - Providence      
CA - Fresno       IA - Iowa City       ND - Fargo       SC - Greenville      
CA - Los Angeles       ID - Boise       NE - Lincoln       SC - Myrtle Beach      
CA - Merced       IL - Chicago       NE - Omaha       SC - North Charleston      
CA - Modesto       IL - Rockford       NH - Bedford       SD - Sioux Falls      
CA - Napa       IN - Bloomington       NJ - Bridgewater       SK - Regina      
CA - Oakland       IN - Evansville       NM - Albuquerque       SK - Saskatoon      
CA - Oxnard       IN - Fort Wayne       NM - Las Cruces       TN - Chattanooga      
CA - Rancho Cucamonga       IN - Indianapolis       NM - Santa Fe       TN - Knoxville      
CA - Sacramento       IN - South Bend       NS - Halifax       TN - Memphis      
CA - Salinas       KS - Overland Park       NV - Henderson       TN - Nashville      
CA - San Diego       KS - Topeka       NV - Reno       TX - Amarillo      
CA - San Jose       KY - Lexington       NY - Albany       TX - Austin      
CA - Santa Maria       KY - Louisville       NY - Buffalo       TX - Beaumont      
CA - Santa Rosa       LA - Baton Rouge       NY - New York City       TX - Corpus Christi      
CA - Stockton       LA - Lafayette       NY - Rochester       TX - Dallas      
CB - Caribbean       LA - New Orleans       NY - Syracuse       TX - El Paso      
CB - Kingston       LA - Shreveport       OH - Beaver Creek       TX - Fort Worth      
CB - Nassau       MA - Burlington       OH - Cincinnati       TX - Houston      
CO - Boulder       MA - Springfield       OH - Cleveland Heights       TX - Killeen      
CO - Colorado Springs       MA - Westborough       OH - Columbus       TX - Laredo      
CO - Denver       MB - Winnipeg       OH - Toledo       TX - Longview      
CT - Cheshire       MD - Largo       OH - Youngstown       TX - Lubbock      
CT - New Haven       MD - Laurel       OK - Oklahoma City       TX - McAllen      
CT - Stamford       ME - Portland       OK - Tulsa       TX - Midland      
DE - Wilmington       MI - Ann Arbor       ON - Ottawa       TX - San Antonio      
FL - Daytona Beach       MI - Flint       ON - Toronto       TX - Tyler      
FL - Fort Lauderdale       MI - Grand Rapids       OR - Beaverton       TX - Waco      
FL - Fort Myers       MI - Lansing       OR - Bend       UT - Ogden      
FL - Gainesville       MI - Livonia       OR - Eugene       UT - Salt Lake City      
FL - Jacksonville       MN - Minnetonka       OR - Medford       VA - Charlottesville      
FL - Lakeland       MO - Columbia       OR - Salem       VA - Glen Allen      
FL - Miami       MO - St. Louis       PA - Allentown       VA - Harrisonburg      
FL - Naples       MS - Biloxi       PA - Erie       VA - Roanoke      
FL - Pensacola       MS - Jackson       PA - Harrisburg       VA - Virginia Beach      
FL - Sarasota       MT - Billings       PA - Malvern       VT - Burlington      
FL - Tallahassee       MT - Montana       PA - Philadelphia       WA - Seattle      
FL - Tampa       NB - Moncton       PA - Pittsburgh       WA - Spokane      
FL - Winter Park       NB - Saint John       PA - Reading       WI - Eau Claire      
GA - Augusta       NC - Asheville       PA - Scranton-Wilkes Barre       WI - Green Bay      
GA - Columbus       NC - Charlotte       PA - York       WI - Madison      
GA - Peachtree Corners       NC - Greensboro       PR - Puerto Rico       WI - Milwaukee      
GA - Savannah       NC - Raleigh