All Ideas

Idea Details

Post an Idea
3,940  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Verified Reports and Dashboards

Reports & 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 is right to doubt because wrong fields, wrong values or wrong filters were added to the report.  This can cause doubt with the data stored in
My suggestion is to have “Verified” Reports and dashboards.
With Verified reports and dashboards a user can create a report and then submit that report to an Administrator or a designee, like a finance person (for financial reports).  The admin, or designee, will then review the report (or dashboard) for accuracy and either send the report back to the creator with suggestion for changes that are needed or confirm the report is correctly built and add the “Verified” status to the report (or dashboard).
With the “Verified” status the company can be assured that the report has been vetted by an authority and have faith that it is correct.
A report can lose “Verified” status with an update by a user (a warning message will appear as the “Verified” report is edited stating that it will lose “Verified” status) or the reports, once verified, can be stored in a restricted folder.

Report Example

Dashboard Example

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange


Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.