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Update report names and move report folders via Data Loader

We frequently re-brand products in our business and it would be helpful if we could mass update brand names in report titles via Data Loader rather than updating the report title of each individual report. Also it would be a nice feature to be able… Show more

112 comments · 9 years ago

54,070  Points voting closed
Delivered in Spring 20
Delivered in Spring 20

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

340 comments · 11 years ago

8,880  Points
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Schedule reports and Dashboards in Lightning

Although users can subscribe to reports and dashboards in Lightning, this is not the same thing as scheduled reports and dashboards in Classic. (1) Lightning has a limitation on number of reports/dashboards that can be subscribed to (2) Users do not… Show more

188 comments · 2 years ago

4,680  Points
Up for Prioritization
Up for Prioritization

Legends - To display or not display

Provide the option to NOT display any legend at all. Currently, the only option within dashboard settings is whether to display a legend to the right or at the bottom. Would love to see the ability not to display a legend at all. Discovered today… Show more

122 comments · 10 years ago

4,980  Points
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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. 

103 comments · 3 years ago

25,060  Points
Open - Not Planned
Open - Not Planned

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

240 comments · 9 years ago

8,260  Points
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Reference current User in Report

It would be extremely useful to be able to refence the current user in a report/view etc i.e. use the current user as a search criteria for example have a filter such as: Opportunity Associate [equals] $User ($User referring to the current user… Show more

177 comments · 11 years ago

11,610  Points
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Email Template Usage Report

We are looking for a report showing email template usage. When you review an email template through Setup/Admin Setup/Communication Templates, and the specific email template, you see in the properties of that specific email template, last date used… Show more

172 comments · 11 years ago

47,390  Points
Open - Not Planned
Open - Not Planned

Ability to PRINT Dashboards

It would be brilliant if users were able to print dashboards directly from Salesforce in an usable format ie showing all the columns on a page. Another function would is being able to snapshot a particular object on a dashboard so it can be used in… Show more

247 comments · 13 years ago

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

Lightning Experience: REPORTS: Move CHART from top of REPORT to bottom of report

All of our Charts are at the bottom of our REPORTS pages in CLASSIC so we'd like to be able to default it to the bottom of all reports vs the top. Our users see the graphic/image of the what the report represents on the Dashboard and want to… Show more

8 comments · 2 years ago

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