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1,100  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

16 comments · 8 months ago

66,130  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

834 comments · 9 years ago

21,750  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

541 comments · 3 years ago

26,380  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

379 comments · 6 years ago

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

Marketing Cloud - Drag and Drop SQL Query Workbench

Salesforce Marketing Cloud will be a very easy to use and adaptable Marketing Technology Tool if it would allow common users to query with points and clicks just like how you do it on reports function in Salesforce CRM. Right now, you need to know… Show more

0 comments · 2 years ago

4,430  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Increase Dynamic Dashboard limits

The number of Dynamic Dashboards for an org is capped at 10.  Please increase this limit, or remove the cap.  It's frustrating that an "Unlimited Edition" org has caps for key features. I realize additional dynamic dashboards can be… Show more

60 comments · 6 years ago

15,580  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Add Date Formulas to Custom Summary Formulas on Reports

I need to find the average number of records created per day, but there are no Date formulas in the Custom Summary Formulas section of the report builder. I need to know what the day of the month is so that I can divide the number of records by the… Show more

160 comments · 7 years ago

1,160  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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

28 comments · 11 months ago

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

Lightning Dashboard Subscription Emails Format

In Classic, a dashboard subscription would respect the dashboard format, i.e. if there are 3 components in 1 row, the email would show 3 components on 1 row. In Lightning, dashboard emails show 1 component per row only, and this is not customizable. Show more

4 comments · 4 months ago

44,480  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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

221 comments · 12 years ago

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