Interact with Enhanced Reports on Mobile

Setup for the Salesforce mobile app available in: Lightning Experience

Setup available in Lightning Experience in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Open a Record from a Report

Open records from reports with columns that appear in blue. Tap the column cell, which brings you to the corresponding record in the Salesforce app.

Sort in a Report

Tap any column header to sort the report by that field. Subsequent taps on the same header change the sort order from ascending to descending and back.

Summary reports that are sorted by groups and aggregate columns can be sorted on a single field by tapping any column header in that report.

Refresh a Report

Tap more options (1) then Refresh (2) anytime you want to refresh a report. The report query runs again, cache is discarded, and the table is updated with the latest data.

Share a Report

Tap more options (1) then Share (2).