Create a Report from Your Community (Beta)

With the new Report Builder page, external users can create and delete reports directly from their community.
Where: This change applies to Lightning communities accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
Note

Note

As a closed beta feature, the Report Builder page in communities is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for the Report Builder page, in the Community Templates group in the Trailblazer Community. For information on enabling this feature in your org, contact Salesforce Customer Support.

Who: The Report Builder page is available in the following community templates: Customer Account Portal, Partner Central, Customer Service, and Build Your Own templates for communities with Partner or Customer Community Plus licenses. Users need the Create and Customize Reports and Report Builder or Report Builder (Lightning Experience).

Why: External users can create and delete reports from the Report Builder page in their community.New Report button in communityReport Builder page

Enhanced Reports are also available with this beta feature.Enhanced Report feature turned on
Note

Note

Existing reports can’t be updated using this feature. In order to change a report after it’s created, you must delete the report and create it again.

How: Contact Salesforce Customer Support to enable.
Warning

Warning

The community admin must republish the community for the report builder page to appear. Until the community is republished, users will see an error message when clicking on the New Report button.