Salesforce Platform App Builder Certification Training - Exporting Reports

The video tutorial explains how to export reports from a system, highlighting two main types: formatted reports for formal presentations and details-only exports for data analysis. It discusses the benefits of each type, such as ease of filtering in Excel and the ability to use reports offline, especially for sales teams. The tutorial also covers the different formats available for export, including Excel and CSV.

What are the two types of export capabilities mentioned in the video?

• Visual reports and analytical reports

• Summary reports and detailed reports

• Graphical reports and text reports

• Formatted reports and raw data exports

What is a key feature of formatted reports?

• They include topic headers and a formal presentation style

• They are primarily used for data backup

• They are optimized for mobile viewing

• They are designed for quick data analysis

What additional information does a formatted report provide at the bottom?

• A chart of data trends

• A glossary of terms used

• A summary of who created the report and when

• A list of data sources

Why might sales teams find exporting reports useful?

• To enhance data security

• To share reports on social media

• To create interactive presentations

• To ensure data is available offline during travel

Which format is NOT mentioned as an option for detailed data exports?

• Excel format

• PDF format

• Excel SX

• Comma delineated report