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Set Up and Maintain Your Salesforce Organization
Provide Convenience Features for Your Report and Dashboard Users

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Provide Convenience Features for Your Report and Dashboard Users

You can enable or disable several user interface features that may help your users get more out of reports and dashboards. These settings are for convenience and ease of use; they don’t affect the data returned in your reports and dashboards.

Required Editions

User Permissions Needed
To modify report and dashboard settings: Customize Application
  • Let Users See Report Headers While Scrolling
    Floating report headers keep column and row headings in sight no matter how far users scroll in report results.
  • Help Users Find Dashboards Quickly
    Dashboard finder uses auto-complete to help users quickly find dashboards in the Dashboards tab, just by entering the first few letters of its name in the search filter.
  • Let Users Post Dashboard Widgets in Chatter
    Dashboard widget snapshots let users post static images of dashboard widgets to Chatter feeds, making the snapshot visible to all users.
  • Exclude the Confidential Information Disclaimer from Reports
    By default, report footers include a disclaimer that reads “Confidential Information - Do Not Distribute”. The disclaimer reminds users to be mindful of who they share reports with, helping to ensure that third parties don’t view your reports. At your discretion, exclude the disclaimer from formatted report exorts in Lightning Experience and from run pages and printable views in Salesforce Classic.
 
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