Tuesday, October 20, 2015

Reports and Dashboard limitations in salesforce.

Reports and Dashboard limitations in Salesforce.

The following are some noteworthy points about reports:
  • You can create a dashboard only from the matrix and summary reports.
  • A maximum of 2,000 rows will be displayed in a report. To view all the rows, export the report to Excel, or use the printable view for tabular and summary reports. For joined reports, the export option is not available, and the printable view displays a maximum of 20,000 rows.
  • In the report builder, up to 20 rows will be displayed for summary and matrix reports and up to 50 rows for will be displayed in the tabular report.
  • You can use five formulas per report.
  • You can use up to 20 field filters in a report.
  • To set the maximum number of records to display in a tabular report, click on Add and select Row Limit in a report builder.
  • By default, reports time out after 10 minutes. You can contact Salesforce.com support to extend the time-out limit to 20 minutes for tabular, summary, and matrix reports, but no extension is available for joined reports. It will continue to time out after 10 minutes.
  • Reports will show only the first 254 characters in a rich-text area or a long-text area. 

A few noteworthy points about dashboards

The following are the noteworthy points about dashboards:
  • A dashboard filter can have up to 50 options. By default, 10 options areenabled. If you want to enable more, contact the Salesforce.com support team to extend your limit.
  • Each dashboard can have up to 20 components.
  • A dashboard table or chart can display up to 20 photos.
  • You must wait at least one minute between dashboard refreshes.

A few points on the report and dashboard schedule

The following are some noteworthy points about the report and dashboard schedule:
  • If the running user becomes inactive, the report is not run. The systemadministrator will get an e-mail notification to either activate the user or delete the report scheduled, or change the running user to an active one inthe scheduled report.
  • The limit for scheduled reports per organization is one or two based on editions.
  • An organization is limited to 200 scheduled reports and dashboards.
  • Daily limits differ by edition. You can purchase additional schedule reports or dashboards.
  • A joined report can't be scheduled for future runs.
  • Scheduled reports run in the time zone of the user who set up the report schedule. Let's take an example. If the Time Zone field on your user record is set to Indian Standard Time, and you schedule a report to run every day at 3:00 PM, then the report runs every day between 3:00 PM and 3:29 PM as per Indian Standard Time.
  • The maximum size for e-mailed reports is 10 MB
  • For Enterprise Edition, you are only permitted one dashboard refresh per user, per hour, and for Unlimited Edition this limit is two. If you want to increase this slot, you have to purchase additional refresh slots. To do that, contact the Salesforce.com support team.

A few points about analytical snapshots

The following are some noteworthy points about analytical snapshots:

  • The maximum number of rows you can insert into a custom object is 2,000
  • The maximum number of runs you can store is 200
  • The maximum number of source report columns you can map to target fields is 100
  • You can only schedule one analytic snapshot to start on any given day on Professional Edition
  • An analytic snapshot will fail during a scheduled run if the source report includes more than 100 fields.
  •  An analytic snapshot will fail during a scheduled run if the target object isincluded in a workflow

Thanks for reading...


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