After reading this article, you will understand how to create Salesforce-Native reports and dashboards that visualize information collected in Youreka forms.
Before you get started
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Since Youreka is entirely Salesforce native, users can leverage standard Salesforce reporting to manage and visualize the data captured in Youreka forms. Youreka doesn’t offer standardized reports out of the box, so it is helpful to know how to create your own reports to make better sense of the data captured in forms.
Before digging into how reports can be built, it is important to understand the object model that Youreka uses. For every Form that exists in Salesforce, there are a series of Question and Answer records associated with the Form record. These Question and Answer records house the questions asked within the Form, and the responses to those questions.
Because Youreka is a native app, all of this information is stored in Salesforce objects, which means you can use Salesforce reports and dashboards to report on the data.
Using Report Types to Aggregate Youreka-Related Data
You can navigate to the Reports tab in Salesforce, and select a Report Type that utilizes any of the objects shown above. A commonly used Report Type is Answers with Question, but feel free to try out several and see what makes sense for your needs. Below are some considerations for users who are building out reports with Youreka-related objects.
- Add necessary columns and rows to the report builder to display the right information.
- Use column and row groupings to organize information into a consumable format.
- Use filters to view questions by Form Template, Form, question label, answer, section name, Form Owner, and more.
After creating a single report, consider creating many more, all measuring separate KPIs that are important for your organization. Add many report charts to a single dashboard to provide users with a high-level view of analytics related to information collected in Youreka forms.