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80,510  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

939 comments · 10 years ago

190  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. 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

6 comments · 4 days ago

37,020  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

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

833 comments · 4 years ago

2,470  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. 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

1,450  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. 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

26 comments · 1 year ago

33,550  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

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

15,360  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Filter on Custom Report Formula

Please enable in Report Builder to filter on custom formulas Show more

203 comments · 8 years ago

3,190  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

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. 

74 comments · 2 years ago

14,820  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.

170 comments · 11 years ago

9,340  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Ability to export or print the report chart with the report

Some of our users are frustrated that the accompanying chart on a report cannot be printed with the report (whether printing or exporting) or printed with the report when scheduling. Right now they are right clicking on the chart, saving the jpg and… Show more

171 comments · 9 years ago

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