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Reports and Dashboards: What’s Different or Not Available in the Salesforce Mobile App
Reports and dashboards have some limitations and differences in the Salesforce mobile app, such as the maximum number of rows displayed in reports, the absence of joined reports, and the inability to create, edit, or delete reports and dashboards. Dashboards have a single-column layout on phones and up to two columns on tablets, and report charts are only available after drilling into a dashboard component's report.
Reports
Considerations When Using Reports in the Salesforce Mobile App
| Feature | Notes About Salesforce Mobile App Availability |
|---|---|
| Number of Rows Displayed | Reports display a maximum of 2,000 rows, the same as on the desktop Salesforce site. |
| Groupings | When you view a report with groupings, the groupings display as columns at the end of the report. |
| Report Formats | Summary reports, matrix reports, and tabular reports are available, but matrix and summary reports are shown in tabular format. Joined reports aren’t available. |
| Conditional Highlighting | You can’t view reports that show conditional highlighting. |
| Filters | When you open a report from the Reports tab, you can't filter the report. When you tap a dashboard component to open the source report, you can filter the report by tapping a value on the chart. If the source report is a tabular or joined report, then you can’t filter it. |
Report Features Not Available
- Create, edit, or delete reports
- Export
- Feed
- Schedule report refreshes
- Subscribe
- Joined reports
- Historical trend reports
- Add to campaign
- Role hierarchy
- Custom summary formula fields
- Folders
- Hide details
- Summary information (grand totals, subtotals, summarized fields, record counts, and so on)
Other Notes about Using Reports
- You can’t drill into reports.
- When you view a report with more than 25 summary fields, you receive an error message.
- The Salesforce mobile app can’t render reports via URLs that use dynamic parameter values. If you modify a URL to pass parameters into reports, the app shows a blank screen (a report record with no returned results).
Dashboards
Considerations When Using Dashboards
| Feature | Notes about Salesforce Mobile App Availability |
|---|---|
| View As | As in the desktop Salesforce site, you can only run dashboards as a user in your role hierarchy. However, in the Salesforce mobile app you can choose from all users in your organization. If you select a user outside your role hierarchy, you get an error. |
| Dashboard Layout | Dashboards display in a single-column layout on phones, and up to a two-column layout on tablets. |
Dashboards Features Not Available
- Create, edit, or delete dashboards
- Feed
- Schedule
- Link from a dashboard component to a website or email address
- Visualforce components on dashboards
- Folders
Other Notes about Using Dashboards
In some situations, data displayed in a dashboard component can get out of sync with data in the report that's displayed on the same page. When a dashboard component’s data doesn’t match the report, one of these things is happening:
- The dashboard is being refreshed as the configured user or the running user, while a report is always run as the current user.
- The report was refreshed more recently than the dashboard. A report is refreshed every time you look at it (assuming you aren’t working offline). But a dashboard component is refreshed only when the dashboard it belongs to is refreshed.
The same temporary mismatch can occur in the desktop site, but there you see reports and dashboard charts on separate pages. You see the report and the dashboard chart on the same page.
Charts
Other Notes about Using Charts
- Report Charts are only available after drilling into a dashboard component’s report. Report charts aren’t available from the Reports tab.
- Embedded report charts don’t link to the source report.
- Stacked bar reports can allow users to drill down on data regions.
