Find Your Assets in Unified Analytics

Locating your analytics assets is quick and easy with efficient organization in Unified Analytics Home.

Setup for the Salesforce mobile app available in: Lightning Experience

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

A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics.

Tap Browse on the Home page and you get a series of tabs that organizes your assets by ALL, Dashboards, Reports, and Folders. Assets within tabs for CRM Analytics Dashboards, Lenses, Datasets, and Apps require a CRM Analytics license.
Browse defaults to the ALL tab that displays all of your combined assets. Scroll down the tab and tap the asset you want, or select a tab for a specific asset type. Swipe up to filter assets even further, such as assets most recently opened or shared with you.
To locate matching analytics assets by name, tap the Search icon.

Example

Did this article solve your issue?

Let us know so we can improve!

Product Area