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480  Points
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Add Fields with Group By in Dashboards Just Like Reports

It is not possible to add fields to a dashboard component when using Group By in Dashboards whereas in Reports you can When you add a report to a dashboard, then edit the dashboard component you will see as shown in the image below that you can… Show more

5 comments · 17 days ago

80,810  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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

940 comments · 10 years ago

37,340  Points
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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

843 comments · 4 years ago

3,840  Points
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Idea has been posted. Give it an upvote or downvote.

Assign Home Page Layouts by User

Instead of assigning Home Page Component Layouts by profile also make it so that you can choose any user and assign them a personal Home page layout. For instance user A wants the dashboard before his/her Tasks component but User B likes the opposite… Show more

87 comments · 8 years ago

33,650  Points
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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

427 comments · 7 years ago

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

Hover over Help Text on the Column/Field labels of Report Output

On the outputs of report, it would be beneficial to be able to hover the report output columns (fields) and see the help text associated with that field.  This hover over / help text is available through configuration on the individual screens to… Show more

7 comments · 8 days ago

2,530  Points
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Idea has been posted. Give it an upvote or downvote.

Lightning Dashboard Refresh Scheduling

This is noted as delivered here: https://success.salesforce.com/ideaView?id=0873A000000CQlMQAW, but it isn't delivered.  First of all, subscribing to a dashboard is not the same thing as scheduling a simple refresh.  I don't want to receiv an… Show more

30 comments · 1 year ago

1,500  Points
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Idea has been posted. Give it an upvote or downvote.

Lightning Report Builder Add multiple fields at once

one of the greatest features of Classic report builder is the option to add multiple fields at one time - even when searching. With the Classic Report Builder, I could use quick find to display multiple fields containing a similar words and then… Show more

29 comments · 1 year ago

14,880  Points
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Idea has been posted. Give it an upvote or downvote.

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.

170 comments · 11 years ago

3,220  Points
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Idea has been posted. Give it an upvote or downvote.

Email Message Reporting

We should be able to create a custom report type with a primary object of EmailMessage. This would allow easy reporting on emails without dealing with Activities. 

76 comments · 2 years ago

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