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16,230  Points
Up for Prioritization
Up for Prioritization

New Fields - add to Custom Report Types

Love Custom Reports! Managing them would be far easier if there was the ability to choose whether a new field (being created) should be added to any/all Custom Report types where the object the field is being created in, exists.

177 comments · 11 years ago

36,070  Points
Open
Idea has been posted. Give it an upvote or downvote.

Ability to report on Users' Permission Set Assignments

Now that we have the great and wonderful Permission Set Assignments, we also need to be able to report on it. Just like we can already report on users' role and profile, we need the ability to report on permission set assignments too. For example… Show more

440 comments · 7 years ago

42,640  Points
Open
Idea has been posted. Give it an upvote or downvote.

Increase the limit on the number of reports a user can subscribe to

The new report subscription feature is really nice, but only being able to subscribe to 5 reports is not helpful.  Most users who want to subscribe to reports want to do this for at least 10 - 15 reports.  I'm not sure why the limit is hard-coded… Show more

915 comments · 4 years ago

84,070  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Schedule Reports as Attachments and add Adobe PDF, Excel Option

The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel… Show more

985 comments · 10 years ago

1,740  Points
Open
Idea has been posted. Give it an upvote or downvote.

Moving Sub-Folders in Lightning Reports and Dashboards

SFDC introduced subfolders for Reports and Dashboards in Summer 2018. It is now also way much easier to move Reports and Dashboard to any specific Folder. What is still not possible, is to move a Sub-Folder to another Folder. That mean that you… Show more

18 comments · 10 months ago

780  Points
Open
Idea has been posted. Give it an upvote or downvote.

Field history Tracking and Trend reporting on roll-up fields

Roll-up fields are often important fields in a business, so the inability to track field history or trend reporting on them is surprising. It would be good to get these included within the standard functionality.

25 comments · 5 years ago

12,080  Points
Open
Idea has been posted. Give it an upvote or downvote.

Only Show Joined Report Results for Records on both Sides

I would like to see the ability to choose if joined reports could show Joined Report results for groupings with records on both sides.

294 comments · 7 years ago

12,500  Points
Open
Idea has been posted. Give it an upvote or downvote.

Report Filter: ONLY the most recent Activity for each Parent Record

One of our clients requires a monthly progress report based on the last activity for their opportunities. Salesforce does not allow me to do this. Instead, I have to pull up a report that contains all activities listed. I then have to export this… Show more

250 comments · 12 years ago

24,320  Points
Open - Not Planned
Open - Not Planned

More Report and Dashboard Chart Color Customization

The ability "Set Colors for Picklist Values in Charts" was delivered in Winter '10 and was a great improvement.  However, there's still a need for the ability to customize further -- for example, when grouping/summarizing on non… Show more

233 comments · 8 years ago

7,040  Points
Open
Idea has been posted. Give it an upvote or downvote.

Increase Dynamic Dashboard limits

The number of Dynamic Dashboards for an org is capped at 10.  Please increase this limit, or remove the cap.  It's frustrating that an "Unlimited Edition" org has caps for key features. I realize additional dynamic dashboards can be… Show more

90 comments · 7 years ago

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