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1,090  Points
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Allow for reports to be scheduled within Lightning

In Classic we were able to schedule reports to be sent off.  This currently is not allowed within Lightning.  Please add!

16 comments · 1 year ago

4,460  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Lightning Experience: Run report without saving

In Salesforce Classic, you can create a report and run it without saving. This is useful to run a quick report you don't want to see again and again. In Lightning Experience, you have to save the report before running it. This will lead to junk,… Show more

36 comments · 1 year ago

1,430  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Drill down on Reports in Lightning

We had the ability to drilldown on reports in Classic.  It was a good way for a manager to view each rep one at a time.  We need to get the drill down in Lightning.

22 comments · 1 year ago

8,780  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

89 comments · 6 years ago

1,450  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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.

25 comments · 1 year ago

46,590  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

666 comments · 8 years ago

3,800  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

114 comments · 2 years ago

14,150  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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

223 comments · 5 years ago

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

Allow non-admin access to metadata API

Currently, a user must have the Modify All Data permission to use the metadata API. This greatly limits the types of applications that can be built using the metadata API. The metadata API should honor the permissions that have been set in each… Show more

9 comments · 7 years ago

2,180  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Report for Custom Fields & Objects

I think that it would be very helpful to be able report on Custom Fields and Objects that are created in the system. It can be very difficult to manage all of the customizations that have been created, this would enable Admins and other users to see… Show more

56 comments · 7 years ago

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