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Customize Report and Dashboard Lists in Lightning Experience

Customize Report and Dashboard Lists in Lightning Experience

You can customize the columns in the list on the Reports or Dashboards tab.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing

Report Last Run Date

Report Last Run Date is now included as a default column on the Reports tab, so you can easily determine when each report was last run.

Sort on a Selected Column

To see the current sort order for a column, move your cursor to the column header. An up arrow indicates A to Z or lowest to highest ordering; a down arrow indicates the reverse. To change the sort order for a column, click the column header.

Resize Columns

You can resize columns in either of the following ways:

  • Move your cursor to the column divider and drag the divider to the left or right.
  • Click the gear icon and choose Select Fields to Display. Then move your cursor to the column divider and drag the divider to the left or right. Your changes are retained if you leave the page and return later.

Note
Note If you’ve resized the columns in the Reports or Dashboards list, scroll to the right if necessary see the more actions arrow.

Wrap or Clip Column Text

Some columns have an option to choose how content is displayed if it extends beyond the column width. Click the down arrow in the column header and select one of the following options:

  • WRAP TEXT. Continue text on additional lines as needed so all content is shown.
  • CLIP TEXT. Display only the content that fits in the column.
Note
Note Wrap and clip settings aren't saved.

Select Columns to Display

Click the gear icon and choose Select Fields to Display.

Select columns on the left and click the right-facing arrow to move them to the Visible Fields area on the right. To hide a field, select it in the Visible Fields area and click the left-facing arrow to move it to the Available Fields area on the left.

Click Save to save the changes and redisplay the Reports or Dashboards list. Your changes are retained if you leave the page and return later.

 
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