ANALYTICS, REPORTS AND DASHBOARDS PLATFORM-ADMINISTRATOR-II Practice Questions (Page 3)

Questions 11–15

1. 11application · medium

   A marketing manager wants a report of all Campaigns that have at least one Opportunity with a Stage of 'Closed Won'. The report should only include campaigns that meet this condition. Which report feature should the administrator use to filter the campaigns based on the related opportunities?

   • AAdd a filter on the Opportunity Stage field in the report.
   • BCreate a joined report with a block for Campaigns and a block for Opportunities.
   • CAdd a cross filter to the report that includes only campaigns with at least one related opportunity in 'Closed Won' stage.
   • DUse a custom report type with Campaign as the primary object and Opportunity as a related object.
   Reveal Solution Discussion Select an answer first
2. 12application · medium

   A sales operations manager needs a report that shows each Account with its related Opportunities and, for each Opportunity, its related Quote Line Items. The report must be grouped by Account and display Opportunity and Quote Line Item fields side by side. Which reporting feature should the administrator use?

   • AUse a custom report type with Quote Line Item as the primary object and Account and Opportunity as related objects.
   • BUse the standard Opportunities report type and add Quote Line Item fields as columns.
   • CCreate a custom report type with Account as the primary object and Opportunity and Quote Line Item as related objects.
   • DCreate a joined report with three blocks: Accounts, Opportunities, and Quote Line Items.
   Reveal Solution Discussion Select an answer first
4. 13foundation · easy

   Which scenario best describes when a custom report type is needed?

   • AWhen a report must include fields from a custom object that is related to a standard object
   • BWhen a report needs to be shared with users outside the organization
   • CWhen a report needs to be scheduled for email delivery
   • DWhen a report needs to be displayed on a dashboard
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5. 14foundation · easy

   What is the primary purpose of a reporting snapshot?

   • ATo create a real-time dashboard for live data
   • BTo filter records based on related records
   • CTo combine data from multiple report types
   • DTo preserve a historical view of report data for trend analysis
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6. 15application · medium

   An administrator needs to create a report that shows all Accounts with their related Opportunities, and separately, all Accounts with their related Cases. The manager wants to see both sets of data in one report, but the Account and Opportunity data should not be mixed with the Account and Case data. Which reporting feature should the administrator use?

   • ACreate a custom report type with Account as the primary object and both Opportunity and Case as related objects.
   • BUse a cross filter to include only accounts that have both opportunities and cases.
   • CCreate two separate reports and put them on a dashboard.
   • DCreate a joined report with two blocks: one for Accounts and Opportunities, and one for Accounts and Cases.
   Reveal Solution Discussion Select an answer first