LESSON 45 / 60 · CUMULATIVE REVIEW
7 minClean records before reporting
Reports can only summarize the data stored in the records.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Clean records before reporting
Reports can only summarize the data stored in the records. Fix known errors before relying on a filtered view or a summary.
This review combines a contact correction, a lead classification update, and a reusable view. Each change has a different purpose.
Builds on Recognize and reject a duplicate import
A WORKED EXAMPLE
A simple example
A useful report can still be misleading if emails are outdated and lead sources have not been captured consistently.
A common mistakeA saved view does not repair the records that it displays.
Words you’ll use in this lesson
- Field
- One detail on a record, such as Email, Status, or Amount.
- List view
- A reusable filtered view of records from one object.
- Filter
- A condition that includes only matching records.