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- Describe the options available when creating or customizing a report (e.g., report types, report format, fields, summarizing data, filtering data, charting, scheduling, & conditional highlighting). - Describe the impact of the sharing model on reports. - Describe the options available when creating & modifying dashboards (e.g., dashboard components, data sources, chart types, scheduling, and running users). - Describe the capabilities of custom report types.
- Describe when workflow are evaluated. - Describe the capabilties of workflow rules & actions. - Given a scenario, identify the appropriate workflow solutions. - Describe capabilities and use cases for the approval process.