Two not-to-miss features here are the “Swap rows and columns” icon and the “Remove all groups” icon at the top right.

You can easily create different groupings by dragging and dropping fields into the pane or typing the field name into the appropriate area. The Outline Pane is where you organize which rows and columns appear in your report.

Next to the Fields Pane are the Outline and Filters Panes. In the image below, I’m showing only the picklist fields in this Opportunity Pipeline report. This whittles down a large number of fields into just what you’re looking for with one simple click. One convenient feature of the Fields Pane is the search capability where you can search for a specific type of field, like text, date, numeric, checkbox, or picklist. This initially appears collapsed, but you can simply click the arrow to expand the pane.

Select this if you want to always preview how the report will look before running it.

Let’s review the Lightning Report Builder interface in detail to uncover some of those hidden gems 💎 ! We’ll use a sample Opportunity Pipeline report as an example to walk through and highlight some of the useful features of the Lightning Report Builder.įirstly, a key feature that allows you to preview the modifications you are making in the Fields, Outline, and Filters Panes is the Update Preview Automatically checkbox. The Lightning Report Builder is powerful, and there is so much functionality available to you and your users.

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