This lesson assumes that you have already imported contacts into the system for the users that you wish to create and that you have already set up the Apex Data Loader.

HandsOn Connect has hidden fields that allow you to easily count the number of objects in a report.

There are "number of" fields for:

• Number of Contacts
• Number of Organizations
• Number of Connections
• Number of Occurrences
• Number of Volunteer Opportunities

For example, in a report that shows all the occurrences that took place in a given time period, you could group the occurrences by the volunteer opportunity name -- but what if you wanted to know how many volunteer opportunities that represented?

So far we've talked about "Views" as a way of looking at multiple records of data at once.

But Views have limitations.

The deepest view of data is found in reports.

What are the differences?

When selecting report types - you can choose from standard report types created by Salesforce, custom report types you create on your own, or these special report types we've created for maximum flexibility with HandsOn Connect.

Use cross filters to filter a report by an object's child objects using WITH or WITHOUT conditions. For example, filter a report to show just accounts with cases, or contacts without activities. You can apply cross filters by themselves, or in combination with field filters.

Note that filter logic applies only to field filters—not cross filters. You can create up to three cross filters per report.

Add subfilters to further filter by fields on the child object. For example, if you have a cross filter of Accounts with Opportunities, click Add Opportunity Filter and create the Opportunity Name equals ACME subfilter to see just those opportunities. You can create up to five subfilters for each cross filter.