Salesforce always brings new features of each release. There are two Lighting Reports and Dashboards different features are available in Winter’21 Release. You can build a report faster and more productive with Auto Add Fields to Custom Report Types (Beta) and Subscribe to Get Report Results Delivered by Email. In this article, I am going to explain both features in details.
Auto Add Fields to Custom Report Types (Beta)
You have created many custom reports, when you create new field, it is difficult to add it in the report type and very time consuming. Report Save time by auto adding fields to relevant custom report types at the time of creation instead of manually adding the field to each report type in your org.
Go to the Set up -> Quick Find box, enter Reports and Dashboards Settings -> Select Reports and Dashboards Settings -> Select Auto add new custom fields to custom report type layouts -> click Save.
Subscribe to Get Report Results Delivered by Email
Very convenient to Subscribe to your reports to be delivered to your inbox as attachments. Report subscriber choose whether to receive the report attachment available via (Excel, CSV) format. Once they receive an email, they open and view the result. Attach report can include up to 15,000 rows and 30 columns, additional rows are clipped, and you can view entire report in Salesforce.
Go to the Report Subscription Set up -> Click Attach File -> Select Formatted Report or Details Only.
Read More about Salesforce Release – Reports and Dashboards
Mira Shah is 2X Salesforce Certified / Platform Champion / 2X Salesforce Ranger / 7X Superbadge / Answer Leader on Salesforce community / Downunder Dreaming Speaker (Brisbane Edition)
She is a active blogger and founder of Miraforce.