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Organize Reports
Keep your reports at your fingertips by sorting them into folders and deleting unused reports. If you have a lot of reports, you can use the search field to find the one you need.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
- Search for Reports and Dashboards in Lightning Experience
When using the report and dashboard search in Lightning Experience, look for a report by name. To refine your results, sort or search within a selected folder. - Search for Reports and Dashboards from the Reports Tab in Salesforce Classic
When using the report and dashboard search, look for a report by name, description, or who created it or modified it last. Filter, sort, or search within a selected folder to refine your results. - Get the Information You Need from the Reports Tab List View in Salesforce Classic
You can resize, hide, reorder, and sort columns, and select the number of records to display in your list view on the Reports tab. - Customize Report and Dashboard Lists in Lightning Experience
You can customize the columns in the list on the Reports or Dashboards tab. - Rename a Report
What’s in a name? A report by any other name still answers your business questions. When it’s time to change the name of a report, do so from report properties. - Describe a Report
Give your report a description to help people (and yourself) distinguish it. - Print a Report
Print a report from the run page of a report using your browser’s print function. - Keep Favorite Report Folders in View
Pin your most-used report and dashboard folders to the top of the folder list so you don’t have to scroll down every time you need them. - Hide Unused Report Types
If your users use only a subset of the available standard report types, you can hide the ones they don’t need. - Run Reports in the Background
Run large reports in the background so you can keep working in Salesforce without waiting for results to display. This is a good way to run data-intensive reports that might otherwise time out due to the large number of report results. - Deliver Your Report
To get the information in your report to the people who need it, you can share the report’s URL, make the report available for Chatter feeds, or export the data to another tool, such as Excel. You can also set the report to run on a schedule so that viewers always have the latest information. - Embedded Report Charts
Typically, users have had to navigate to the Reports tab to find data. But you can give them valuable information directly on the pages they visit often. To do that, embed report charts in detail pages for objects. When users see charts on pages, they can make decisions based on the data they see in the context of the page without going elsewhere. For example, an opportunity record shows important data directly on its detail page. - Delete a Report
You can delete a selected report from the Reports tab or from its run page.
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