See Force.com's Documentation: Report Types Tips and Considerations
Report Types, Tips, & Considerations
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Standard Salesforce Functionality (MM)
Introduction to AdvoLogix and the Salesforce Platform 12
- Welcome to AdvoLogix
- Salesforce.com as a Platform
- Support & Training Resources
- User Login and Personal Settings
- Navigating the Classic User Interface
- Extending AdvoLogix
- AdvoLogix Display Tabs & Menu Options
- The Home Tab
- What is the Salesforce Platform and how does AdvoLogix use it?
- Analytic Tools
- Notes
- Global Search
Matter Management in Lightning⚡Experience 3
Customizing AdvoLogix and the Salesforce Platform 22
- What types of fields can I add to a page layout?
- Customizing Custom Objects
- Customizing Accounts, Contacts, or Activities
- Customizing a Page Layouts
- Assign Page Layouts to Specific Users
- Set a Default Record Type
- How do I verify the number of user licenses that your organization has available?
- What are custom objects?
- Approval Processes
- Introduction to Extended Mail Merge (legacy)
- Customizing the Home Page (legacy)
- Create New Page Layouts
- Add a Custom Field
- Defining Dependent Picklists
- Record Types
- Specifying Record Types & Page Layout Assignments
- Customize Available Applications in the App Dropdown Menu
- Add a Company Logo to Any AdvoLogix Apps
- Data Import, Export, and Backup
- Configuring List Views
- Edit Page Layouts
- Configuring Dropdown Lists
Subscription & Licensing Information 2
User Management 8
Security Controls 13
Application Setup 6
Accounts 9
- Introduction to Accounts
- Viewing Account List Views
- How do I create an account?
- How do I update an Account?
- How do I merge duplicate Accounts?
- How do I change the owner of an Account?
- Viewing Accounts Related List
- How do I add a custom field to the Account object?
- How do I create a participant from an account?
Activities 6
Calendars 3
Chatter 11
- Introduction to Chatter
- Chatter Terminology
- How do I use Chatter from the Home Page?
- Viewing Chatter for a Record (Matter)
- Viewing the Chatter Application Tabs
- How do I use the Chatter tab?
- How do I use the Profile tab?
- How do I use the People tab?
- How do I use the Groups tab?
- How do I use the Files tab?
- Mobile Success with Chatter