Data 360 Reports and Dashboards

Create standard reports on single or multiple related data model objects (DMOs) or Calculated Insights, or build a custom report type on DMO fields and records from Data 360. Visualize KPIs and trends from Data 360 reports in your dashboards.

Watch video demos: Series: Find Answers to Business Questions with Data 360 Reports

Learn with Trailhead: Introduction to Data 360 Reports

• Create a Standard Report on Data 360 Objects
  Create standard reports on calculated insights, semantic models, or single data model objects (DMOs) to determine which areas of your business to focus on.
• Data 360 Report Examples
  Find answers to business questions with Data 360 reports. These examples illustrate how different industries can use Data 360 reports to identify which customers or areas of business to focus on.
• Compare Data Across Data Model Objects with Joined Reports
  Use joined reports to compare data from multiple Data Model Objects (DMOs) in a single report. Create separate report blocks from report types based on different DMOs, and group them across blocks using a shared common field to compare data side by side.
• Distribute Reports and Dashboards on Semantic Data Models with First-Generation Managed Packages
  You can deploy semantic model reports and dashboards from a source org to a target org when the semantic model is located in the same dataspace in both orgs.
• Deploy Reports and Dashboards on Semantic Data Models Using Change Sets
  You can deploy semantic model reports and dashboards from a sandox to a production org using an outbound change set.
• Create a Data 360 Report on Calculated Insight Object History (Beta)
  Analyze historical data trends by building reports on Calculated Insight Object (CIO) history. Compare metric snapshots across different time periods. CIO history reports support only aggregated tables, such as summary or matrix tables. Detail rows aren't supported.
• Dimension Hierarchies in Data 360 Reports
  Hierarchies in Data 360 Reports improve data exploration and reporting efficiency. By structuring related data fields, hierarchies save you from manually selecting each field and help you find answers faster.
• Currency Support in Data 360 Reports
  Data 360 reports support the currency data type. Reporting behavior depends on whether the org uses a single currency or multiple currencies. Currency support works across Data Model Objects, Calculated Insights, and Semantic Data Models.
• Use Organizational Hierarchies in Data 360 Reports (Beta)
  Use organizational hierarchies in Semantic Data Model reports to analyze data based on role or manager relationships defined in your semantic model. This is useful when your users need to view report data scoped to their position in your company. For example, managers can view records for users below them in the hierarchy, or view all records without hierarchy-based filtering.
• Add an AI Sentiment Formula to a Data 360 Report (Beta)
  Add the AI_SENTIMENT function in a Data 360 report to analyze unstructured text fields, such as support tickets, customer reviews, or survey responses, and return a sentiment classification for each record.
• Billing Considerations for Data 360 Reports and Dashboards
  Use of Data 360 Reports and Dashboards impacts the consumption of credits in these usage types.
• Data 360 Reports and Dashboards: Limits and Limitations
  These limits and limitations apply to Data 360 reports and dashboards.
• Considerations for Data 360 Reports on Calculated Insights
  Keep these considerations in mind when working with Data 360 reports on calculated insights.
• Adding Calculated Columns with Einstein Report Formula Generation
  Einstein Report Formula Generation can help you with the technical work of creating row-level and summary formulas. Describe a calculation in simple terms, and Einstein generative AI discovers the relevant data and suggests a formula.