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Hide the Embedded Salesforce Classic Report Builder in Lightning Experience

Hide the Embedded Salesforce Classic Report Builder in Lightning Experience

Give your users the complete Lightning experience by hiding the embedded Salesforce Classic report builder.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To modify report and dashboard settings: Customize Application

The Lightning report builder is a powerful, intuitive tool for analyzing Salesforce data. Users can group, filter, and summarize records to answer business questions like “Which lead source generates the most closed opportunities?”

  1. From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
  2. Select Hide the embedded Salesforce Classic report builder in Lightning Experience.
  3. Click Save.

The Salesforce Classic report builder is hidden in Lightning Experience. Users no longer see the New Report (Salesforce Classic) and Edit (Salesforce Classic) buttons on the Reports tab in Lightning Experience.

 
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