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#SFTechLounge I don't have an option to add cross filters. Is this a permission setting? I don't have the ability for bucketing either. Thank you.

4 commenti
  1. 22 ott 2018, 19:01
    Any ideas on when this is going to be released as a feature or can you still request the Lightning Report Builder Beta? Looking to use the Bucketing feature in Lightning.
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Hi guys! Already asked Damian and Matthew this in another community and hope to get an answer concerning Lightning Sync for Google: Is it possible to exclude certain events from syncing to SF? Like setting up criteria... Thank you and good luck with the webinar! #SFTechLounge

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RECORDING NOW AVAILABLE: Introduction to Lighning Experience REPORT BUILDER

(Jan 2018)

 

Download deck for Lightning/Reporting resources:  https://success.salesforce.com/0693A000006PnNZ

 

Questions: View the #SFTechLounge hashtag topics page for a few of the questions that were asked liveduring the webinar

 

#SFTechLounge #SALESFORCE TECH LOUNGE: RESOURCE ARCHIVE #Cloud Services Webinars #TechComms #What's Hot In Getting Started 

 

Introduction to Lightning Report Builder (Including Spring '18 Features)

9 commenti
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Hello,

Got some questions regarding Lightning report builder:

  • Will it be possible to create date filter using date field as value (Ex: Create date equals to Closed date) ?
  • Did a report create with lightning report builder can be executed in Salesforce Classic ?
  • Will it be possible to bucket non-picklist field ?

Thanks.

#SFTechLounge 

5 commenti
  1. 14 feb 2018, 17:38
    Hi @BERNIS NYONKWE

    ++

    @Aiyaz Ahmed

    Currently field to field comparison is not supported in reports but I have heard its coming not sure on when its coming, meanwhile, please upvote and promote the below idea, until then the only alternative is creating a formula field of checkbox type that return to true when both fields are same and use that field in the filter criteria

    Assuming the Closed Date is a Date/Time field, the formula will be as below, formula return type checkbox

    DATEVALUE(CreatedDate) = DATEVALUE(ClosedDate)

    use the insert field button to select the field API Name of ClosedDate

    Link to the Idea

    https://success.salesforce.com/ideaView?id=08730000000BrHAAA0
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#SFTechLounge Are there any plans for the ability to print or download reports the way it looks in Salesforce as opposed to just downloading a spreadsheet? 

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I watched the #SFTechLounge webinar introducing the Lightning Report Builder. I'm eager to try the new report builder. I made the permission sets but when I tried to add the permission to the system administrator (me) it won't let me "check" the box even in edit mode. Can anyone tell me how to check the box to enable it?

 

@* Lightning Now! * 

@Salesforce.org System Administrators

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Will printable view be available with lightning reporting? #SFTechLounge Thanks!

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Are the limitations for Salesforce reports in terms of the number of objects that you can include in a report type, etc. staying the same in Lightning as the Classic limitations? #SFTechLounge  

4 commenti
  1. 3 feb 2018, 00:38
    @Jessica Crowley - Lightning has the same support for custom report types as in Classic. In the longer term, we do want to introduce the concept of "dynamic" report types - where you can choose to change the report type you are using while editing a report, instead of having to start a new report to choose a different report type.
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