Post an Idea
2,720  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Lightning Experience: Search Reports and Report Folders

It is an identified limitation currently in Lightning that you cannot search within reports or folders. Limitations:  https://help.salesforce.com/articleView?id=lex_gaps_limitations_analytics.htm&type=0  You can use the global search for now as… Show more

36 comments · 1 year ago

13,700  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

printable view in reports on the lightning experience?

Please can you add the functionality of 'printable view' for reports in the lightning experience? I am very surprised this has not been added!!

292 comments · 1 year ago

54,110  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

736 comments · 9 years ago

4,820  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Add Comments field into Approval Process Reports

For reporting the full detailed history of approval processes, it would be great to have the comments field that approvers use to reassign, approve, reject, etc. added to report customization options.  My long way around accessing this data was… Show more

63 comments · 3 years ago

6,790  Points
No Plans to Implement
No Plans to Implement

Create Report based on a SOQL query

I would really like to have the option in Salesforce to create a report straight from a SOQL query. This would be excellent for those more complex reports where the Custom Report Types are not good enough, example for queries that use the NOT IN… Show more

186 comments · 8 years ago

8,450  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

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

235 comments · 2 years ago

42,400  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Report Filters Should Be Able To Compare Fields To Each Other

Instead of just being able to compare fields to values, there should be a way to compare them to other fields. For instance, if "Amount is great than Annual Amount" (Custom field). As opposed to just "Amount is great than 'some… Show more

240 comments · 9 years ago

68,980  Points
Partial Delivery in Summer '15
Idea was partially delivered. We post an update about anything that wasn't delivered.

Nesting Folders / Sub-folders for Reports, Dashboards, Email Templates, etc.

It would be great if we could create folder hierarchies for Reports, Dashboards, Documents, Email Templates etc. I have had many, many Salesforce users and admins request this feature. It would especially make the Reports tab a lot easier to navigate… Show more

391 comments · 9 years ago

1,730  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Option to default to Opportunity Kanban view

There are so many ways that Lightning Experience helps to make sales reps more efficient, but it would be amazing if you could specify in your personal settings that your default Opportunity tab view is the Opportunity Kanban (rather than the current… Show more

21 comments · 1 year ago

12,280  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

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

124 comments · 7 years ago

1 to 10 of 500 | Next