Analytics

#SalesforceWinter23 – Analytics Home is now on Salesforce Mobile

#1MinuteTip #SalesforceWinter23 Analytics Home that you use for the full desktop site is now on Salesforce Mobile. All of your Salesforce analytics assets are organized in a cohesive experience rather than being scattered across different tools. Plus, you get a more powerful search experience, better organization, and personalization in an intuitive and easy interface.

Analytics Home is now on Salesforce Mobile

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#SalesforceWinter23 – Filter Custom Report Types by Salesforce Fields

#1MinuteTip #SalesforceWinter23 You can filter report types by up to 20 fields to ensure that the report contains the fields you need. For example, find the right report type to show which accounts bought which products by filtering on Account Name, Opportunity Name, and Product Model Number.

To enable this feature, contact Salesforce Support.

Filter Custom Report Types by Salesforce Fields
Image Source: https://sforce.co/3wIDceo

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#SalesforceWinter23 – Find Reports & Dashboards Faster in Analytics App

#1MinuteTip #SalesforceWinter23 Use new filtering and browsing capabilities in Analytics App to find and manage your Lightning reports and dashboards. Users now get an upgraded browsing experience with a series of filters to narrow search results and make it easier to manage analytics.

1. Navigate to Reports and Dashboard Settings in Setup
2. Enable the Unified Experience for Analytics Home

Salesforce Enable Unified Experience for Analytics Home

Switch to ‘Analytics’ app from App Launcher to find and manage Lightning reports and dashboards

Salesforce find reports and dashboards in Analytics App

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#SalesforceSummer22 – Create Reports Based on Selected Salesforce Objects (Beta)

#1MinuteTip #SalesforceSummer22 It can be time-consuming and distracting to search through report types that you don’t need. Now you can filter the report types list in the Create Report window to show only those report types that are based on your selected Salesforce objects.

How: To enable this feature, contact Salesforce Support.

Salesforce Reports Based on Selected Salesforce Objects

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