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Analyze Your Data
Browsing the Analytics Tab

Browsing the Analytics Tab

Find the last report or dashboard that you worked with or see what’s available on the Analytics tab. Browse enables you to quickly locate the items you’re looking for by filtering through different categories.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Enterprise, Professional, Unlimited, and Developer Editions.
User Permissions Needed
To browse the Analytics tab:
Enhanced Folder Sharing
Run Reports AND Create and Customize Dashboards
To browse the Analytics tab with CRM Analytics items: Use CRM Analytics

Click Browse (1) that shows all your analytics organized by type. Within Browse are filters that set the current context and determine the results that are returned. Click an asset filter (2) to narrow down the browse page to a selection, then click additional filters (3) to narrow your search further by date or owner.

Browse left navigation panel and filters

Click column headers to sort search results in ascending or descending order.

Sorting search results

Click Details in the row-action menu to view asset metadata.

Asset details
 
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