Lightning Experience reports and dashboards get more collaborative
with dashboard filters, improvements to report subscriptions, and other
Available in: Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Add Dashboard Filters in Lightning Experience
Add, edit, or remove filters from your Lightning Experience dashboard directly from the lightning dashboard builder. Filters let people choose different views of a dashboard, so one dashboard does the job of many. Without dashboard filters, you’d have to create multiple dashboards, each with its own set of filtered reports. For example, add a filter on the industry field to track opportunities by industry. This feature is new in Lightning Experience.
Find Reports More Easily While Adding or Editing Dashboard Components
Instead of just searching by report name, find reports in the dashboard component editor just like you do on the reports tab. Flip through views (like Recent, Private, and Public) and folders. Of course, you can still search by report (and folder) name. This feature is new in Lightning Experience.
Subscribe Other People to Reports
You subscribed to the Opportunity Overview report and receive the report by email each morning. Now you can subscribe your whole team to the report, so everyone is up-to-date for the morning sync-up meeting. Either run the report as yourself, or as someone else. Recipients see emailed report data as the person running the report. Consider that they may see more or less data than they normally see in Salesforce. This change applies to Lightning Experience only.