Lists, Filters, and Reports
Lists display records from a table; filters narrow them using conditions (AND/OR, operators like is, contains, greater than). Candidates must understand condition builders, related lists on forms, list controls (personalizing columns, grouping, sorting), and saved filters. The filter breadcrumb shows active conditions; clicking it opens the condition builder.
Reports visualize data: list, bar, pie, trend, and pivot reports. Know that reports respect ACLs - a user sees only records they can access. Scheduled reports email results on a cadence. Dashboards group reports into widgets. Understand performance analytics as a separate module for trend/KPI tracking, distinct from standard reports.
Traps: confusing AND/OR precedence (conditions evaluate left to right unless grouped with parentheses); assuming a report bypasses ACLs (it does not); and thinking a saved filter is shared by default (it is user-specific unless shared). Another trap: assuming a related list shows all records - it is filtered by the relationship (e.g., reference field) and by ACLs.
Worked example: To build a filter for open high-priority incidents assigned to your group, open the incident list, set conditions Active is true AND Priority is 1 - Critical AND Assignment group is <your group>, then save as a filter. Group conditions with parentheses when mixing AND/OR to avoid precedence surprises. To share, mark the filter visible to everyone or to your group.