#SalesforceSpring24 – Filter Report Types by Objects or Fields When Creating Reports

#1MinuteTip #SalesforceSpring24 Ensure the Lightning reports that you create contain the data you need without trial and error. You can now quickly find all the report types that include specific Salesforce objects or fields.

For example, if you’re building a report that needs to include the Age field on the Case object and the SLA field on the Account object, add those fields to the report type filter to see report types that include those fields.

You can filter report types by up to 20 objects or fields. You can’t filter by fields included in a lookup or part of a composite field, such as geolocation or address. This feature is now available in Enterprise and Performance Editions (it is not available in Developer Edition). Previously, this feature was available only in Unlimited Edition.

Product Area: Analytics

When creating a new report, click on “Filter report types”

When creating a new report, click on "Filter report types"

Specify objects or fields to filter only those report types that meets your search criteria

Update Fields in Lightning Report Filters

References & Useful URLs

  • For Related Spring ’24 Release Note Article – Click Here

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