ADM-201 - Data and Analytics Management (17% of the exam) - Section 6.2

Build reports using report types, filters, summary and matrix formats, bucket fields, and report formulas to answer business questions.

Build tabular, summary, matrix, and joined reports on the correct report type, recognising that the report type controls which objects and fields are available and whether records without related records appear. Apply filters, groupings, bucket fields, and summary formulas to surface the answer a business question needs.

Report typesSummary reportsMatrix reportsBucket fieldsReport filters

Practice question for this objective

Free sampleData and Analytics Managementmedium

When an administrator starts building a report, what does the selected report type primarily determine?

AWhich objects and fields are available and whether records appear only when they have related records or with or without them. Correct
BThe colour scheme and chart type that will be shown when the report is added to a dashboard.
CThe field-level security that will hide sensitive columns from users who run the report.
DThe folder in which the report is stored and which users are allowed to run it.

Know that the report type controls the available objects and fields and whether related records are required. The report type is the data foundation of a report: it fixes the object relationships queried, the selectable fields, and the with or without related-record scope before any grouping or filtering.

Why A is correct: Correct: the report type defines the primary and related objects, the fields that can be used, and whether related records are required, such as Accounts with Contacts versus Accounts with or without Contacts.

Why B is wrong: Chart and colour choices are made in the report chart and dashboard components, not by the report type, so this confuses presentation with the underlying dataset.

Why C is wrong: Field-level security is set on profiles and permission sets and applies everywhere; the report type does not define it, though it can only expose fields the user may already see.

Why D is wrong: Storage folder and run access are governed by report folder sharing, which is chosen separately from the report type and does not affect which objects are queried.

See more ADM-201 practice questions, answers explained.

Exam traps in Data and Analytics Management

Answers that look right on this material and are not. Each one is a distractor from a different question in the ADM-201 bank for this domain.

Add a field filter on the Opportunity Amount column set to equals blank within an Accounts with Opportunities report.
Why it is wrong: This looks reasonable, but an Accounts with Opportunities report only returns Accounts that have at least one Opportunity, so Accounts with none are excluded before any field filter is applied.
A standard "Opportunities" report type, then a filter on Quote Number is not blank
Why it is wrong: This looks workable, but the standard Opportunities report type does not expose Quote fields as columns or filters, so a Quote Number filter is not available and the report cannot enforce the requirement.
A standard Accounts report filtered where Opportunity Amount equals zero
Why it is wrong: This is tempting, but the standard Accounts report type does not expose Opportunity fields, and a zero-amount filter would not identify Accounts that have no Opportunity at all.

Examworthy is not affiliated with or endorsed by Salesforce. Original, blueprint-aligned practice material only.