Salesforce Spring ’19 Release Notes on Reports

The Spring’19 release comes with so many exciting features in Reporting area. They are quick wins for you and business users. Let’s go through them:-

With up to five blocks, joined reports let you view different types of information in a single report. Each block shows data from one standard or custom report type.

Where: This feature is generally available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

Why: Joined reports are perfect for analyzing Salesforce data across multiple report types, like Opportunities with Products joined to Cases with Assets. Or, get multiple, simultaneous views of an object, like Closed Won Opportunities alongside Closed Lost Opportunities.

For example, create the ultimate sales report by building a joined report. Add three blocks to the joined report that give you a complete view of your accounts, opportunities, and cases.

Or, build a joined report to get a birds-eye-view of your customer service operation. Add three blocks and assign each of them the Cases report type. Filter one block by open status, one by in progress, and the third by closed status.

How: You can turn any report into a joined report by clicking Report Change format | Joined Report | Apply.

Creating a joined report

Now that Lightning joined reports are generally available, these actions are supported.

  • Create joined reports
  • Convert existing unjoined reports into joined reports
  • Rename blocks
  • Reorder blocks
  • Change principal report type (the report type of the first block in a Lightning joined report is always the principal report type)
  • Adding and editing summary formulas and cross-block summary formulas
  • Chatter feeds

Lightning joined reports don’t support these features.

  • Subscriptions
  • Export
  • Open in Quip
  • Conditional formatting
  • Currency picklist selector
  • Trend report data in Einstein Analytics
  • Einstein Data Insights
Updated headers in the run page (formerly called the Enhanced run page) make gaining insights from your report data faster.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: For a quick view of key metrics in a report, look no further than the Lightning Experience report header. It now displays up to 8 metrics, in the order that they appear in the report, from left to right. These metrics include grand totals, subtotals, record counts, and formula column results.

Also, scrolling through jumbo-sized reports is more manageable. Column headers are now sticky. So, they don’t go out of sight as you page through report records.

Lightning Report run page headers

If truncated data and unused white space in columns aren’t your favorite things, wave goodbye to them. You can now adjust report column widths in Lightning Experience report builder and the run page.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To resize a column width, hover over the column header’s right edge. When the resize cursor appears, drag the edge until the data fits right for you. When you’re done, click the cursor to set the new width.

Column resize cursor

Looking for a way to help sales reps easily identify the hottest deals that need immediate attention? Want to know at a glance which accounts have opportunities valued between $100,000 and $500,000? Apply conditional formatting to summary or matrix reports in Lightning Experience to lend color to your reports and gather insights at the same time.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: If you loved applying conditional formatting to reports in Salesforce Classic, you’ll love it more in Lightning Experience. For more precision, you can now apply up to five formatting rules to a report in a Lightning Experience. And, you can define up to three bins for each rule you apply. Setting the color for each bin is faster, and you also get to customize colors.

How: Conditional formatting is enabled for your org by default. Open a summary or matrix report that has at least one measure or summary in edit mode. Click Conditional Formatting. In Add Conditional Formatting Rule, select a summary or custom summary formula field to apply the conditional formatting rule on. Set the breakpoint values and the range colors for each bin. When you’re ready to apply the conditional formatting rule, click Done.

Confitional formatting in Lightning Experience reports

You created those complex—but awesome— matrix reports so you could summarize large volumes of data and compare values in different fields. But the summarized metrics that you wish to compare are not always conveniently located next to each other. For a more viewer-friendly version of the report involves less scrolling, view the report with Stacked Summaries option enabled.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: The Stacked Summaries option is available for all matrix reports in the report footer. By default, stacked summaries are enabled in Lightning report builder and the run page. Take a look at how enabling stacked summaries makes it effortless to review and compare the same data.

Stacked summaries in Lightnin Experience

You don’t have to pop back to Salesforce Classic anymore just to view historical tracking reports. All your historical tracking reports are now viewable from the Lightning Experience Reports page.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

Why: Prior to this release, you could view historical tracking reports that were in matrix format in Lightning Experience. Now you can view all supported formats (tabular and matrix).

How: Now, when you click on a tabular historical tracking report from the Lightning Experience Reports page, the report runs and is displayed. For tracked fields, the Show Changes and Format Changes options are available for viewing the changes between the historical value(s) and the current value..

Edit button for historical tracking reports

 

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