#Reports & Dashboards111 personnes en discutent

Hello @Donna McKell

You can create two separate filters on the Order Expected Date field and combine them using Filter Logic. 

- Open your report in the Edit mode and go to the Filters pane. 

- Add the first filter for your start date: 

   Field: Order Expected Date 

   Operator: greater or equal (which handles the "inclusive of each" requirement) 

   Value: 01/11/2026 

- Add the second filter for your end date: 

   Field: Order Expected Date 

   Operator: less or equal (inclusive of the end date) 

   Value: 31/01/2028 

- Click Add Filter Logic (underneath the filters list). 

- Enter the logic combining both filter numbers with an AND operator: 

  Example: 1 AND 2 

- Click Apply, then Save and Run your report.

You are on the right track - what you sketched IS the pattern, and the feature is Reporting Snapshots (Setup, Reporting Snapshots). Stage Duration is a live days-in-current-stage value that Salesforce does not historize, which is why Opportunity Trends only ever shows today's number. Snapshots let you capture it on a schedule and trend it yourself: 

1. Source report: a tabular or summary report of open opportunities with Stage and Stage Duration, filtered to open. 

2. Target custom object: create one with fields mirroring the columns you want to keep, plus a Snapshot Date field. 

3. Reporting Snapshot: map the report columns to the custom object fields and schedule it daily or weekly. Each run writes point-in-time rows stamped with the run date. 

4. Trend report: build it on the custom object - Group Columns by Snapshot Date, Group Rows by Stage, summarize Average of Stage Duration. Exactly the matrix you described. 

Two caveats: snapshots only capture going forward (no backfill for dates before you start), and each run loads up to 2,000 rows, so keep the source filtered to open opps. Historical Trending is the other option but it is limited to a few fixed fields and about 3 months and does not cover Stage Duration well, so Snapshots are the right tool here. 

if this helps, please mark it as the Best Answer so it helps the next person - thanks 🙂

1. On the Reports tab, click New Folder.
2. Name the folder. The folder name must be unique across all report and dashboard folders.
3. Click Save.

Hi @Courtney Smith, 

 I’d first check the “View My Team’s Dashboards” permission. Without it, the Change option for “Viewing As” may not be available. Also verify that the dashboard is configured to Let dashboard viewers choose whom they view the dashboard as .  

Thank You.

Hi Fletcher, this is the new step-up authentication Salesforce is rolling out for report exports and prints, so the prompt itself is expected, not something in your setup. The first export after login triggers identity verification, then you stay verified for about two hours, so users hit it once per session rather than on every export. 

On the tab not closing: that verification window is the browser passkey flow, and Salesforce does not auto-close it after the download finishes. There is no admin setting to make it close on its own, it is a cosmetic gap on their side, so there is nothing to prevent it other than closing the tab manually. If it is disruptive for your users, it is worth logging a Salesforce case so it gets tracked as a known issue. 

if this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂

Build this custom report type is the easiest way.  

Then add a filter on report name and you can easily find which dashboard(s) are referencing the report you want to delete.  

If you are still getting the error, then the report is likely stored in a private folder, so follow this guide: 

Hi folks, 

I think it was a problem with Scheduled Jobs - I'm not sure what got weird in there, but I deleted the relevant ones and after 24 hours he isn't receiving the error anymore. 

Thanks, 

Erica