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Limit Report Results
Set limits to the scope of your report to avoid processing too many records. The built-in choices for limiting your results vary according to the object you’re reporting on.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete reports: | Create and Customize Reports AND Report Builder |
- To see a collapsed view of a report showing only the headings, subtotals, and total
in report builder, deselect Show | Details.
On the report run page, click Hide Details or Show Details at the top of the report.
- To filter by a field, click Add | Field Filter. With tabular, summary, and matrix reports, you can drag a field from the Fields pane to the Filters pane to add a report filter.
- As you create and work with cross filters, take note of these considerations and limits. To add one, click Add | Cross Filter.
- In Professional, Enterprise, Unlimited, Performance, and Developer edition organizations, the Hierarchy links let you browse report results based on the role or territory hierarchies.
- If your organization uses divisions to segment data and you have the “Affected by Divisions” permission, use the Division dropdown list to include records in just one division or all divisions. To show records in your current working division, select Current. Reports that are already scoped (such as My Cases or My team’s accounts) include records in all divisions, and you can't further limit them to a specific division. If you don’t have the “Affected by Divisions” permission, your reports include records in all divisions.
- You can set the maximum number of records to display in a tabular report by clicking Add | Row Limit in report builder. Set the number of rows, then choose a field to sort by, and the sort order. Limiting rows on a tabular report allows you to use it as a source report for dashboard table and chart widgets. If you change the report format, Row Limit settings are lost.
Note Only the first 255 characters in a custom text field
count for filtering purposes. For example, if you add a field filter to find
opportunities where the custom text field Customer notes includes the
word “phone,” but “phone” appears after the 255th character
in the field, the filter doesn’t find the record. In standard text fields, all
characters count, regardless of the length of the field.
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