Reports and Dashboards Setup Checklist
Foundation Setup and Configuration
System Requirements and Access
☐ Administrator System Role Verification Ensure administrators have the proper Administrator System Role permissions required for complete Reports and Dashboards module configuration, entity management, and system-wide reporting functionality setup.
☐ Security Role Configuration Configure appropriate security roles with Reports and Dashboards permissions including All Entities Report (system): Read, Create, Edit, Delete; All Entities Folder (system): Read, Create, Edit, Delete; All Entities Dashboard (system): Read, Create, Edit, Delete; and Tab Settings Reports: On for users who will create and manage reports and dashboards.
☐ App and Tab Configuration Verify that the Reports Tab is enabled and visible in appropriate Apps for users who need access to the Reports and Dashboards module functionality, ensuring proper navigation and user access across the portal.
Entity Enablement and Permissions
☐ Entity Reports Enablement Enable reporting for all relevant Magentrix and Salesforce entities by navigating to Setup Home > Create > Entities (for Magentrix entities) or Extend > Salesforce (for Salesforce entities), editing each entity, and checking "Allow Reports" to make entities available for report creation.
☐ Master-Detail Relationship Configuration For entities with Master-Detail relationships, ensure that both parent and child entities have reporting enabled to support cross-entity reporting capabilities and complex relationship analysis that spans multiple data layers.
☐ Entity Permission Assessment Review and configure appropriate read permissions for report source entities across different security roles to ensure users can access necessary data while maintaining security boundaries and data access control requirements.
Report Foundation Setup
Folder Structure and Organization
☐ Report Folder Architecture Planning Design a logical folder structure that reflects organizational hierarchy, business processes, and user access patterns rather than technical system architecture, ensuring scalable organization that supports growing report libraries and diverse user needs.
☐ Report Folder Creation Create initial folder structure using Reports Tab > New > New Folder functionality, establishing clear naming conventions and organizational standards that support efficient content discovery and long-term folder management.
☐ Folder Sharing Configuration Configure folder sharing permissions using the Share tab in folder settings, establishing appropriate access levels (Can View, Can View and Export, Full Control) for different user groups, security roles, and organizational requirements.
Report Builder Training and Standards
☐ Report Builder Interface Familiarization Train administrators and report creators on the modern Report Builder interface including drag-and-drop functionality, Fields panel navigation, right-click context menus for adding fields and filters, and the distinction between Tabular Format and Summary Format based on grouping configuration.
☐ Cross-Entity Reporting Understanding Establish understanding of entity relationships, lookup fields, and master-detail connections that enable complex reporting scenarios, including the capability to traverse up to three levels of entity relationships for comprehensive business analysis.
☐ Date Range Configuration Standards Develop organizational standards for date range usage including fiscal year definitions, quarter boundaries, and appropriate use of predefined ranges (Last 7 Days, This Quarter, Next Fiscal Year) that align with business cycles and reporting requirements.
Dashboard Foundation Setup
Dashboard Planning and Design
☐ Dashboard Strategy Development Define dashboard purposes, target audiences, and key performance indicators that will drive dashboard design decisions, ensuring alignment with business objectives and executive reporting requirements across the organization.
☐ Component Type Selection Guidelines Establish guidelines for appropriate chart type selection including when to use Vertical Bar Charts, Horizontal Bar Charts, Line Charts, Pie Charts, Donut Charts, and Gauge Charts based on data type, audience, and analytical requirements.
☐ Dashboard Layout Standards Develop standards for dashboard layout including row and column configurations, component sizing, and visual hierarchy that maintain professional presentation while maximizing information density and user comprehension.
Visual Design and Branding
☐ Dashboard Properties Configuration Establish organizational standards for Dashboard Properties including naming conventions, folder organization, and description requirements that support dashboard discovery and maintenance over time.
☐ Visual Customization Standards Configure Display Settings standards including Title Color, Text Color, Background Color, and Title Size options that align with organizational branding guidelines and ensure consistent visual presentation across all dashboards.
☐ Component Drill-Down Strategy Define drill-down configuration standards including when to link components to source reports versus custom URLs, ensuring consistent user experience and logical information architecture across dashboard implementations.
Advanced Configuration and Features
Filtering and Data Analysis Setup
☐ Advanced Filtering Configuration Train users on lookup functionality within filters, search capabilities, and complex filter operators to enable sophisticated data segmentation and analysis that supports diverse business intelligence requirements.
☐ Grouping and Summarization Standards Establish standards for data grouping, summarization functions (Sum, Average, Maximum, Minimum), and appropriate use of Summary Format reporting to ensure consistent analytical approaches across the organization.
☐ Cross-Entity Relationship Mapping Document available entity relationships, lookup connections, and master-detail hierarchies to guide report creators in leveraging complex data relationships for comprehensive business analysis and reporting scenarios.
Automation and Distribution Setup
☐ Scheduled Reports Configuration Configure scheduled reporting capabilities including email distribution settings, frequency options (Daily, Weekly, Monthly, Quarterly), and sub-frequency selections that align with organizational communication patterns and business cycles.
☐ Email Distribution Management Establish processes for managing email distribution lists up to 200 addresses per scheduled report, including procedures for list maintenance, permission verification, and compliance with organizational communication policies.
☐ Export and Integration Planning Configure export capabilities for CSV and Excel formats, establishing procedures for external data integration, offline analysis workflows, and integration with business intelligence tools outside the portal environment.
Testing and Quality Assurance
Functionality Validation
☐ Report Builder Interface Testing Validate all Report Builder functionality including field selection, filtering, grouping, date range configuration, and format switching to ensure proper operation and user experience across different report scenarios and entity combinations.
☐ Dashboard Component Testing Test all dashboard component types, configuration options, drill-down functionality, and refresh capabilities to verify proper operation and data accuracy across different visualization scenarios and user interaction patterns.
☐ Cross-Entity Reporting Validation Test complex reporting scenarios involving multiple entity relationships, lookup fields, and master-detail connections to verify data accuracy and relationship traversal functionality across different business scenarios.
Performance and Security Testing
☐ Permission and Access Control Validation Test folder sharing, security role permissions, and entity access controls across different user types to ensure appropriate data security while enabling necessary reporting and dashboard functionality.
☐ Scheduled Report Testing Validate scheduled report functionality including email delivery, data accuracy, permission handling, and timing accuracy to ensure reliable automated report distribution that meets organizational requirements.
☐ Export and Integration Testing Test report export functionality, data formatting, and integration capabilities to ensure reliable data transfer and compatibility with external analysis tools and business intelligence workflows.
User Training and Documentation
User Enablement
☐ End User Training Program Develop training programs for different user types including report creators, dashboard builders, and report consumers, ensuring appropriate skill development for each user category and organizational role.
☐ Best Practices Documentation Create internal best practices documentation covering report design, dashboard layout, naming conventions, and organizational standards that support consistent implementation and long-term maintainability.
☐ Support Process Establishment Establish support processes for user questions, troubleshooting, and ongoing assistance that ensure successful adoption and continued effective use of reporting and dashboard capabilities.
Ongoing Management
☐ Content Governance Process Establish processes for report and dashboard lifecycle management including creation approval, content review, archiving procedures, and folder organization maintenance that support scalable content management.
☐ Performance Monitoring Framework Implement monitoring processes for report usage, dashboard performance, and user adoption that identify optimization opportunities and ensure continued system effectiveness and user satisfaction.
☐ Update and Maintenance Procedures Develop procedures for maintaining reports and dashboards as underlying entities change, ensuring continued accuracy and relevance of business intelligence content as organizational needs evolve.
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