Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Analyze Your Data
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Browsing the Analytics Tab

            You are here:

            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            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
             
            Loading
            Salesforce Help | Article