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            View Filtered Source Reports in Lightning Experience

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            View Filtered Source Reports in Lightning Experience

            Want to know more about the data shown in a dashboard chart? Click a chart segment, axis label, or legend to view a filtered version of the source report.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed

            To view filtered source reports:

            		 Run Reports

            For example, click the Prospecting segment of an opportunity pipeline funnel chart to open and filter the source report by Stage equals Prospecting.

            1. Open a dashboard.
            2. Click a chart segment, axis label, or legend.

            The source report opens. The segment you click (plus any applied dashboard filters) appear as linked filters when the report opens.

            Note
            Note Linked filters don't persist after you leave the report and you can't edit them directly.

            To open the filtered source report in a new tab, hold down CTRL on Windows® or Command on MacOS® and click a chart segment.

            If a chart displays one of these types of data, the source report doesn’t filter:

            • Encrypted strings
            • Dates fields with month-in-year or day-in-month granularity
             
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