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2,170  Points
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Include Topics in Lightning

We rely on Topics to do ad hoc reporting, grouping and views of objects, particularly Accounts.  We'd like to move to Lightning in the near future, but this is a significant blocker for us.  Please include Topics on your Lightning roadmap.

40 comments · 1 year ago

320  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Need Declarative way to add Subtotals, Totals & Grand Totals on Grouped Charts

In Wave Lenses and Dashboards - need declarative way on Charts to show/hide Group Subtotals, Totals and Grand Totals. Today, the hover on each Chart segment shows you your selected Groups, the Subtotal for the lowest-level Group and the % of # Total… Show more

2 comments · 3 months ago

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

Lightning Dashboard filtered source report for drill down

Lightning dashboard still missing function from Classic, for the ability to auto filtered report based on section of chart click.

2 comments · 8 days ago

9,300  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Add Date Formulas to Custom Summary Formulas on Reports

I need to find the average number of records created per day, but there are no Date formulas in the Custom Summary Formulas section of the report builder. I need to know what the day of the month is so that I can divide the number of records by the… Show more

100 comments · 6 years ago

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

Limit row count in Summary and Matrix reports

We should be able limit row count for specified column within accounts with contacts. I want to limit 1 or 2 contacts per account versus 15 contacts. I even want them with no contacts, just limited. I cannot find a way to limit this. Having a custom… Show more

79 comments · 6 years ago

47,510  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

680 comments · 8 years ago

3,060  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Report Grouping By Date With No Values

When you create a summary report and select a date field as a summary field, you have the option of grouping by day, week, etc. The problem is that is no records fall within a date period, there is no summary value for the period, and, therefore, no… Show more

65 comments · 8 years ago

1,860  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Add option to hide currency on reports

Where currencies are reported, the currency symbol is repeated across all figures, often quite unnecessarily. I find this makes for a cluttered layout, where I always strive to create reports which draw the reader's eye to the important figures.… Show more

46 comments · 9 years ago

15,670  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Emailing scheduled reports to Other email addresses - NON users

I love the emailing of scheduled reports enhancement being implemented in Winter 09, however it's a shame that we can't add additional email addresses of non-users to send the reports to. This would allow us to send reports to people who do… Show more

216 comments · 8 years ago

36,930  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

192 comments · 9 years ago

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