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Reports and Dashboards: What’s Different or Not Available in the Salesforce Mobile App
Find out more about when to use reports, dashboards, and charts in the Salesforce Mobile App.
Reports
- Considerations When Using Reports in the Salesforce Mobile App
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Feature Notes about Salesforce Mobile App Availability Number of Rows Displayed Reports display a maximum of 2,000 rows, same as on the desktop Salesforce site. Groupings When you view a report with groupings, the groupings are displayed as columns at the end of the report. Report Formats Reports that are grouped by rows (summary) or rows and columns (matrix) are displayed without the groupings. Joined reports aren’t available. Conditional Highlighting You can’t view reports that show conditional highlighting. Filters When you open a report from the Reports tab, you can't filter the report.
When you tap a dashboard widget to open the source report, you can filter the report by tapping a value on the chart. If the source report is a tabular or joined report, then you can’t filter it.
- Report Features Not Available
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- Create, edit, or delete reports
- Export
- Feed
- Schedule report refreshes
- Subscribe
- Joined reports
- Historical trend reports
- Add to campaign
- Role hierarchy
- Custom summary formula fields
- Folders
- Hide details
- Summary information (such as grand totals, subtotals, summarized fields, and record counts)
- Other Notes about Using Reports
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- You can’t drill into reports that have more than three checkbox fields.
- When you view a report with more than 25 summary fields, you receive an error message.
- The Salesforce mobile app can’t render reports via URLs that use dynamic parameter values. If you modify a URL to pass parameters into reports, the app shows a blank screen (a report record with no returned results).
Dashboards
- Considerations When Using Dashboards
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Feature Notes about Salesforce Mobile App Availability View As As in the desktop Salesforce site, you can only run dashboards as a user in your role hierarchy. However, in the Salesforce mobile app you can choose from all users in your organization. If you select a user outside your role hierarchy, you get an error. Dashboard Layout Dashboards display in a single-column layout on phones, and up to a two-column layout on tablets. - Dashboards Features Not Available
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- Create, edit, or delete dashboards
- Feed
- Schedule
- Link from a dashboard widget to a website or email address
- Visualforce widgets on dashboards
- Folders
- Text widget
- Image widget
- Other Notes about Using Dashboards
- In some situations, data displayed in a dashboard widget can get out of sync with data
in the report that's displayed on the same page. When a dashboard widget’s data doesn’t
match the report, one of these things is happening.
- The dashboard is being refreshed as the configured user or the running user, while a report is always run as the current user.
- The report was refreshed more recently than the dashboard. A report is refreshed every time you look at it (assuming you aren’t working offline). But a dashboard widget is refreshed only when the dashboard it belongs to is refreshed.
To refresh a dashboard in the Salesforce mobile app, click Refresh. Pull-to-Refresh doesn’t trigger a dashboard refresh.
The same temporary mismatch can occur in the desktop site, but there you see reports and dashboard charts on separate pages.
Charts
- Other Notes about Using Charts
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- Report charts are available only after drilling into a dashboard widget’s report. Report charts aren’t available from the Reports tab.
- Embedded report charts don’t link to the source report.
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