Reports and Dashboards in Lightning Experience

The Lightning Experience is a totally different and new user interface designed to provide people a more user friendly experience of working on salesforce effectively. The lightning Experience almost has all the features present in the salesforce. In fact it also combines the new features and intensifies them all to give a better experience. The Important and Efficient features of Mobile version of the Salesforce is available on the desktop now as Lightning Experience. It takes all the vital assets from the mobile experience and incorporates it to the desktop.


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Reports

A report is a list of records that meet the criteria you define. It’s displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

Even though Lightning Experience doesn’t support all the standard Salesforce objects, the Report Builder in Lightning Experience does. Users can create and view reports for all standard objects. Reports related to objects that are not yet supported in Lightning Experience open directly in the new interface and behave same like other reports.


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Reports in the form of charts is supported in Lightning Experience, but tabular views of historical trend reports aren’t available. Filters are available when building or editing a report. Even though the filters are not shown when viewing the report, they still filter the report. In Lightning Experience, users can subscribe to reports, but can't set notification conditions.

Unlike the Salesforce Classic, users cannot merge reports in Lightning Experience. Reports also cannot be added to campaigns in Lightning design. Lightning Experience doesn’t offer a print option to print reports. Although users can use the standard print function available on their browser.

Reports: Comparison Chart
Feature Lightning Salesforce Classic
Create filters X
Enhanced report charts X
Scheduling reports X
Follow reports X
Report Sharing X X
Create report folder X
Joined reports
Reports editing X X
Print reports X

Dashboards

A dashboard is a visual display of key metrics and trends for records in your org. The relationship between a dashboard component and report is 1:1; for each dashboard component, there is a single underlying report. Like reports, dashboards are stored in folders, which control who has access. If you have access to a folder, you can view its dashboards.

After saving a dashboard in Lightning Experience, user can’t edit it in Salesforce Classic. Instead of editing a Salesforce Classic dashboard in Lightning Experience, user can create a copy of the dashboard and edit the clone.


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When a user prepare a report from a filtered dashboard in Lightning Experience, the report isn’t filtered. On the other hand when a user prepare a report from a filtered dashboard in Salesforce Classic, the report is filtered in the same way as the dashboard. Users can view dynamic dashboards, but to create, edit, or delete them, they need to move to Salesforce Classic.

Dashboards: Comparison Chart
Feature Lightning Salesforce Classic
Create, edit or delete filtered dashboards X
Schedule dashboards X X
More than 3 columns supported X
Flexible layout X
Dashboard filters X
Follow dashboards X