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12,300  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!!

265 comments · 1 year ago

53,290  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

724 comments · 8 years ago

17,960  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

294 comments · 5 years ago

42,030  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

236 comments · 9 years ago

68,650  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

390 comments · 8 years ago

1,520  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Lightning Experience: Dashboard charts - Legend Position

I do like the look of the dashboards in the Lightning Experience, however, there is one thing which could improve the look of the charts. The option to move the Legend to below the chart, as is the case in Salesforce Classic, would enable those… Show more

33 comments · 2 years ago

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

Ability to add fields to the Queues Object

I'd like the ability to add a field named "Org" or "Owner" to each Queue for ease of reporting & sorting

1 comment · 1 year ago

11,930  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

113 comments · 7 years ago

10,340  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Custom calculations on reports - at the row level (not summary)

Allow creating custom fields that perform calculations when a report is run. Examples would be to calculate the number of days since an open opportunity was updated, instead of just listing the date, or the number of days since a use last logged on,… Show more

128 comments · 9 years ago

3,860  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Verified Reports and Dashboards

My company allows users to create reports.  We have found this to be a great practice in self service solutions.  However, we also find that sometimes recipients of those reports do not always believe the data being reported and sometimes the receipt… Show more

45 comments · 1 year ago

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