Customize Reports and Dashboards

To get to this page, from Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.

• 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.
• Let Users Attach Files to Report Subscriptions
  Let users who subscribe to reports choose to receive report results as a formatted spreadsheet (.XLSX) or a comma-separated (.CSV) file attached to the subscription email. The email itself includes the report name in the subject line, but there is no email body. Row-level record details are included in the attached file instead.
• 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.
• Let Users Subscribe to Report Notifications
  Allow users to subscribe to reports to be notified whenever certain metrics meet conditions they specify.
• Customize Report and Dashboard Email Notifications
  Enable report and dashboard email notifications to allow all internal and community (portal) users specified as recipients to receive report and dashboard notifications. If this option isn’t enabled, only internal Salesforce users can receive the notifications. This option is available to Enterprise, Unlimited, and Performance Edition organizations that have a Customer Portal or partner portal set up as part of Experience Cloud.
• Custom Report Types
  A report type defines the set of records and fields available to a report based on the relationships between a primary object and its related objects. Salesforce provides standard report types for objects. You can also create custom report types to include additional objects and fields that your users need to see in a report.
• Bulk Move Reports or Dashboards with Metadata API
  You can move reports or dashboards between folders and subfolders in Lightning Experience. If you want to move reports or dashboards in bulk, use Metadata API.
• Set Up Historical Trend Reporting
  Historical trend reporting allows you to track how field values have changed over time.