salesforce report performance

10 Ways to Improve Report Performance - Salesforce Developer Guide

Do your massive reports take a long time to return data?

Here are several tried and tested ways that you'll be able to maximize report performance. Bottom line: confirm your report is just observing the info it has to verify. For a lot of elaborated info, see Build a Report in Salesforce Classic.

If your reports still take quite ten minutes to complete when you've tried the following tips, it’s time to contact Salesforce support.

1. Trim inessential information

Designing your report back to get solely the info you would like is that the single best thanks to getting quicker reports.

Select Hide Details in Advanced Filters if you merely would like an outline of the info.

Exclude needless columns. This can be particularly effective if you’re employing an outline or matrix report and have Show Details enabled.

The only question is the objects that add up for this report. maybe, a report that features accounts and contacts might method double the maximum amount of information as a report that includes solely accounts. (Custom fields on an object count as a separate object during this context.)

Whenever you'll be able to, select the “My...” or “My Team’s...” choices instead of “All” — maybe, “My Leads.”

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2. Slender Your Filters

Selective filters usually work quicker than a lot of general ones, all else being equal. attempt to build your filters as selective as you'll be able to.

Use the equals or not capable operators rather than contain or don’t contain them. maybe, use Account Owner equals John James, not Account Owner contains John.

Choose AND instead of OR for filter logic.

3. Target the correct period

Queries with mounted time frames run quicker than open-ended queries.

Always use the beginning and ending date values to limit the report scope.

Try victimization relative date values resembling on, NEXT MONTH, or TOMORROW. This works well for saved reports for a particular, however relative period—for example, Last Month’s Leads.

Especially for activity reports, use associate degree ending dates to eliminate future revenge activities.

4. Contemplate the dimensions of Your Objects

Use Dashboards

  • Create dashboards out of custom reports.
  • Save customary reports to a report folder to use in an exceeding dashboard.
  • Schedule reports and dashboards to be sent via email.

Do you acumen several records exist for every object your report queries? A lot of records, the larger the object’s storage size and also the longer the report takes to run. to see the scale of the associate degree object, from Setup, enter Storage Usage within the fast notice box, then choose Storage Usage and see every object’s Storage price within the Current information Storage Usage section.

5. Empty Your Recycle Bin

Data you’ve deleted still gets queried once you run a report unless you’ve for good removed it by removing the recycle bin. If you’ve been actively pruning your knowledge, that’s nice, however, your users won’t get the total profit till you clear the recycle bin.

6. Filter on the various Fields which are Optimized for Search

Some customary fields are optimized for search: Id, Name, OwnerId, CreatedDate, SystemModStamp, RecordType. Master-detail fields and operation fields also are optimized for search. Custom fields are optimized for search if External ID is chosen for the sphere.

7. Don’t Keep Clicking

Clicking Run Report multiple times will increase the time to show the report.

Each time you click Run Report, the report runs to completion, although you click Stop.

If your report takes longer than ten minutes to complete, Salesforce cancels the report. Once the report stops running, attempt running it once more. a number of the info is cached in memory, thus a second run might succeed.

8. Share Dashboards rather than Reports

A dashboard refreshes information for everybody who has access to that whenever anyone clicks Refresh. If you have got a report that takes an extended time to run, place it in an exceeding dashboard and direct users to it instead of the report. You’ll have a lot of folks seeing contemporary information with fewer report runs.

Encourage users with the “Schedule Dashboards” permission to possess their dashboards to refresh daily, weekly, or monthly, so that users don’t continuously have to be compelled to watch for information to refresh.

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9. Build Your Reports straightforward to search out

Move Folders Around

You can organize the folders on the Reports tab by clicking Reorder Folders.

If you're an associate degree administrator, you'll be able to modify the folders users see on the Reports tab.

Organize public custom reports into sections to assist users to find necessary reports.

Make report folders offered or hidden to totally different teams of users.

10. Attempt a news snap

Reporting snapshots allow you to store point-in-time information on reports. You map fields from a tabular or outline custom report back to the fields on a custom object, and schedule once to run the report back to load the custom object's fields with the report's knowledge. You’ll like the “Manage Analytic Snapshots” permission to try and do this.

Reporting snapshots enable you to: Build histories of report information from that you'll be able to spot trends via reports.

Work with report information equally to however you're employed with different records in Salesforce.

From Setup, enter news Snapshots within the fast notice box, then choose news Snapshots to show the news Snapshots page, from that you'll be able to produce, update, and look at all the news snapshots in your organization.

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