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10,710  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!!

230 comments · 1 year ago

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

Group Dates By in Lightning Reports

In classic, when a date field was added as a grouping, as shown below. Within the Lightning Report Builder, this is not an option.  Please add!  I want to only use one report builder and this is a big deal breaker for me. Show more

0 comments · 5 days ago

11,140  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

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.

112 comments · 9 years ago

68,320  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

389 comments · 8 years ago

2,280  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Lightning Dashboard Custom colors for Charts

As of now, The standard Lightning Experience color palette replaces custom colors that users set in Salesforce Classic. Here we can't add our custom colors for a chart, as we can do in Salesforce classic. 

51 comments · 1 year ago

41,500  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

221 comments · 9 years ago

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

Reports: exclude null values in summary calculations

I've been trying to create a summary report for our customer satisfaction surveys. The problem I'm having is that some of the questions are optional, so there may be no value associated. In such cases, I don't want the null value included… Show more

101 comments · 11 years ago

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

Drop and drag field filters in Lightning Reports

When creating reports in classic users were able to drop and drag fields into the filter section.  In the new Lightning Report Builder, this is not possible.  Adding drop and drag functionality for adding filter fields will allow for better adoption… Show more

0 comments · 10 days ago

52,620  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

719 comments · 8 years ago

3,760  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Make Joined Reports Available in Lightning

Please make joined reports available in Lightning. This would save users time from having to swtich from Lightning to Classic to view the report they need, then have to swtich back to Lightning. 

80 comments · 1 year ago

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