Analytics

Turn Off Automatic Report Preview

#1MinuteTip Introduced in Spring ’20 release, you can edit reports faster by turning off automatic preview updates. When off, you can make multiple edits without waiting for the preview to refresh after each edit. When you’re ready to preview data, manually refresh the report preview. Or, see sample records returned after each edit by keeping automatic previews on.

Automatic Report Preview

References & Useful URLs

Help Article – Turn Automatic Updates to the Report Preview On or Off

Step By Step Guide To Custom Report Type in Salesforce

In Salesforce, when you create an object, define a master-detail or lookup relationship, Salesforce automatically creates a report type.  When standard report types do not fulfill your requirements, you can create a Custom Report Type and let users create reports from that report type.

Design Possibilities with Custom Report Type’s Field Layout
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