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Report types: Tabular (simple list), Summary (grouped with subtotals), Matrix (row and column groupings), Joined (multiple report blocks from different objects).
Custom report types: Define the object relationships and available fields for reports. Use when standard report types don't include the object combination needed. Set the primary object and up to 3 related objects; configure "with or without" related records to control row inclusion.
Report filters: Standard filters (date range, owner), field filters, cross-filters (show records with/without related records matching criteria), row-limit filters for summary/matrix reports.
Dashboard components: Charts (bar, line, pie, donut, funnel, scatter), metric (single number KPI), gauge, table, and Visualforce/LWC custom components. Each component is driven by a single report.
Dynamic dashboards: Use the "Run as Logged-in User" setting so each viewer sees data filtered to their own record access — eliminates the need to create separate dashboards per team.
Limits: Dashboards limited to 20 components; reports limited to 2,000 rows in export, 50,000 rows with Printable View.

Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.

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