Reports: Row-Level Formulas (Beta), Search, Lightning Historical Tracking

Row-level formulas (beta) offer a powerful way to calculate new values for every record in reports. After running a report, it's easier to find specific data with report results search. Track changes to data over time by creating and editing historical tracking reports in Lightning Experience.

Evaluate Each Record in Reports with Row-Level Formulas (Beta)
Answering business questions sometimes means making a calculation on every row in a report. With row-level formulas, you don't need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, write a row-level formula directly in the Lightning report builder.
Make Data Stand Out with Conditional Formatting (Generally Available)
Keep your eyes on the opportunities and accounts that matter most. For insights in a flash, add conditional formatting to summary or matrix reports in Lightning Experience to highlight fields that match specific criteria. This feature, now generally available, adds support for conditional formatting on reports deployed or retrieved with managed packages.
Find Records Faster with Search
Wading through an entire report to find just the records you’re interested in can be time-consuming. The report table search makes its entrance so that you spend less time looking for the information you need.
Work with Formulas in the Fields Pane
You can now create, edit, and delete summary formulas directly from the top of the fields pane. After removing a summary formula column, it's stored in the fields pane so you can quickly add it back later. While row-level formulas are in beta, you can only view them.
Create Historical Tracking Reports In Lightning
You no longer need to switch back to Salesforce Classic to create meaningful reports on how your business is changing. Create, edit, and view all your historical tracking reports in Lightning Experience. Historical tracking reports (also called historical trending reports) help you capture changes in key business metrics over time.
Export Joined Reports with Formatting
You can now export joined reports with formatting. Export formatted joined reports to preserve their easy-to-read layout in spreadsheet editing software. Joined reports always export as a Formatted Report in .xlsx format. Details Only, other file formats, and other encodings are not supported.
View Content in Report Tables Better
Do you find it difficult to view all of the content in some fields? Now, report rows are better sized to fit their content. Long-text area fields, such as notes, show line breaks correctly and images display fully.
Say Goodbye to the Small Formula Editor
Join us in bidding a fond farewell to the small formula editor. When creating or editing report formulas, the larger, more-feature-rich editor is now the only editor. Although the small editor offered a quick way to add or edit a formula, many of the best formula writing features weren't available. With references for fields and functions, the large editor helps you write powerful formulas fast.

No matches found