Report Edit provides users with access to reports for the purpose of performing basic operations en masse. This 25 question test proves a user’s knowledge of the module in its entirety. Users will have 35 minutes to complete and can take the test up to 5 times. Upon successful completion of this test, the Report Edit Certificate is earned. Users are encouraged to print certifications for their records when prompted to do so.
Users who complete MassImpact, MassEffect, PowerGrid, Reassign Ownership, BulkBackup and ReportEdit tests will be awarded the Data Maintenance Badge. The Data Maintenance Badge is a prerequisite for earning the Certified DemandTools Badge.
Preparing for the Report Edit Certificate
To prepare for the Report Edit test, we recommend reviewing the Help Center ReporttEdit documentation by following the link below:
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Only users with Modify All Data on their Salesforce Profile will be able to use Report Edit due to Salesforce’s complex report permission structure.
What is saved when Saving a Scenario?
Salesforce standard reports are downloaded.
Which report properties can be modified in the grid?
(Select all that apply)
When clicking on Get Report Data, a user can select the columns to view in the grid.
John would like to view the reports in the grid by oldest to newest Created Date.
How is this accomplished?
A report highlighted in red in the grid indicates what?
A report highlighted in green in the grid indicates what?
Conditions can be applied to only view a subset of reports.
Which reports can be modified?
Right clicking anywhere in a row provides what options?
(Select all that apply)
Jill’s manager asked her to organize the company reports into folders.
Jill can mass move reports to the correct folders.
How is the report description modified?
Joe wants to find and delete all reports that have not been run in the past two years.
What is the easiest way to accomplish this?
A restore file is provided for all changes.
Which features can assist in finding specific reports in the grid?
(Select all that apply)
To check or uncheck a group of records with the same Created By user:
(Select all that apply)
The grid data can be grouped by the last modified date.
Jill needs to add detail to the description of certain reports.
How can she use the copy and paste functions to avoid typing the same thing multiple times?
A report can be viewed directly in Salesforce by:
How is a report linked to a dashboard identified?
(Select all that apply)
To move a single report to a different folder:
John has made some changes to his reports in the grid, but he would like to start over and clear all of his proposed changes.
How would he be able to start over?
How are changes made in the grid posted to Salesforce?
Which of the following statements are true in Report Edit?
(Select all that apply)