Enable the Lightning report builder from Setup. In the Quick Find box, enter Reports and Dashboards Settings and click Reports and Dashboards Settings. Select Enable Lightning Report Builder (Beta), then click Save. Finally, assign people the user permission Report Builder (Lightning Experience).
The Lightning report builder is only available in Lightning Experience. Your users can launch the Lightning report builder by clicking New Report on the Reports tab or editing an existing report. Permissions granting, users can edit reports with both report builders. To access the Salesforce Classic report builder in Lightning Experience, click New Report (Salesforce Classic) or Edit (Salesforce Classic). You can edit all reports in both builders and view them in both Lightning Experience and Salesforce Classic.
- Differences Between the Lightning and Classic Report Builders
- Take note of these differences between the Lightning and Classic report
Feature Difference Report Formats In the Salesforce Classic report builder, you must choose a report format before grouping data.
In the Lightning report builder, the report format automatically updates as you group report data. Tabular, summary, and matrix reports are all available, but you don’t select the format before grouping the data.
Charts The Lightning report builder features the same charts as the report-view-page in Lightning Experience. Customizing Granularity when Grouping by Date Fields When grouping records by a date field, you can’t customize date granularity.
For example, on the Opportunity report type, grouping by the Date Closed field always groups records by day, and Month Closed always groups records by month.
- Features Not Available in the Lightning Report Builder Beta
- These features aren’t available in the beta version of the Lightning report builder,
but we’re working hard to implement them in a future release.
- Joined reports
- Custom summary formulas
- Cross filters
- Row limit filters
- Role hierarchy filters
- Dashboard Settings menu
- Report Properties menu