Lightning reports on Data 360 DMOs and calculated insights
Key Takeaway
A Data 360 report is a Lightning report on a DMO, calculated insight, or semantic model. To show Data 360 data beside CRM data in the Life Sciences Cloud mobile app, put non-joined Data 360 and CRM reports in one dashboard. Then add the Dashboard component to the Customer Engagement home page.
Data 360 lets you build Lightning reports directly on data model objects (DMOs), calculated insights, and semantic models. You work in the same report builder you use for CRM data, so you can group, filter, summarize, chart, and share unified Data 360 data. A standard report covers one Data 360 object. To combine several related DMOs, you activate the DMO relationships and then build a custom report type. Dashboards can show Data 360 reports and CRM reports side by side. Lightning App Builder components then bring dashboards and report charts to Life Sciences Cloud mobile app pages, as long as the reports aren't in joined format.
What a Data 360 report is
You build a Data 360 report in the same report builder you use for CRM data. You can group, filter, and summarize records. You can run the report for near real-time information and share it with others.
There are two ways to set up a Data 360 report, depending on how many objects you need:
| Built on | Use it to | |
|---|---|---|
| Standard report | One DMO, calculated insight, or semantic model | Report on a single Data 360 object |
| Custom report type | Multiple related DMOs | Combine fields from related DMOs in one report |
A report built from a custom report type is a full Lightning report, with a setup tailored to your data.
By default, any user with access to Data 360 can use Data 360 reports. Two permissions control where a user can create, edit, and delete reports:
| Permission | Create, edit, and delete reports in |
|---|---|
| "Create and Customize Reports" | Private folders |
| "Report Builder (Lightning Experience)" | Public and private folders |