Ensure the Lightning reports that you create contain the data you need without trial and error. Enterprise and Performance Edition users can now quickly find all the report types that include specific Salesforce objects or fields. For example, if you’re building a report that needs to include the Age field on the Case object and the SLA field on the Account object, add those fields to the report type filter to see report types that include those fields. You can filter report types by up to 20 objects or fields. You can’t filter by fields included in a lookup or part of a composite field, such as geolocation or address. Previously, this feature was available only in Unlimited Edition.

Where: This change applies to Lightning Experience in Enterprise and Performance editions.

How: In the Create Report window, click Filter report types, and select either Salesforce objects or fields to search.

Filter Report Types by Objects or Fields in Enterprise and Performance Editions (salesforce.com)

Now you can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in Salesforce Classic.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: In the Lightning report builder, select the columns in the report table or Columns list and drag them to the new location.

Rearrange Multiple Lightning Report Columns at Once (salesforce.com)

Save time when updating filters in response to changing reporting needs. You can now change the field in a Lightning report filter without deleting the filter and adding a new one. For example, you can change a filter on Industry to a filter on Type in a report on accounts without having to remove and recreate the filter and filter logic. In earlier releases, you could change the operator and value but not the field. Previously, this feature was available only in Salesforce Classic.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: In the Filter By window, change the field, operator, or value.

Easily Update Fields in Lightning Report Filters (salesforce.com)

Users in all Salesforce editions can now refine and target dashboard data with up to five filters on Lightning dashboards. With more filters, you can reuse the same dashboard for different teams while preserving the filters that are already set up. Save time and effort and reduce dashboard redundancy by eliminating the need to clone dashboards for different teams and business units.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.

How: For example, previously, if you filtered on Stage, Opportunity Owner, and Type, you couldn’t add a Region filter to reuse the dashboard for all your teams. Now you can include the Region filter and even have room for a Created Date filter.

Focus Your View with More Dashboard Filters in All Salesforce Editions

Salesforce users in all editions can now use rich text and image widgets in Lightning dashboards. Explain charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Lightning dashboard components are now called widgets in all editions. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 3 images, and 25 rich text widgets. The former limit was 20 in total. Previously, this feature was available only in Unlimited Edition and Performance editions.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.

How: When editing a dashboard, click +Widget and select the type of widget to add.

Combine charts, text, and images to inform, engage, and guide viewers.

Image widget settings, like tile, stretch, and fit to height, aren’t applied to dashboards delivered through email subscriptions. The image is shown at the original resolution within the widget.

Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editions

Transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. You can change the ownership of multiple dashboards at one time and can send an email notification to the new owner. Previously, you had to clone or re-create the dashboard to provide access to a new owner.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To reassign a single dashboard, on the Dashboards or Analytics tabs select Change Owner from the dashboard’s actions.

When someone leaves your organization, you can reassign all their dashboards on the Analytics tab. Select the dashboards, and then in the Manage Items menu, select Change Owner.

To notify the new owner, select Send email notification in the Change Owner window.

Transfer Lightning Dashboard Ownership (Generally Available) (salesforce.com)

Transfer Lightning dashboards to a new owner when responsibilities change by changing ownership individually or in bulk and notifying the new owner. Enhance your Lightning dashboards with images and rich text and up to five dashboard filters in all Salesforce editions. Evolve your Lightning reports more easily by updating fields in report filters, and quickly find the right report type when creating reports.

• Transfer Lightning Dashboard Ownership (Generally Available)
  Transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. You can change the ownership of multiple dashboards at one time and can send an email notification to the new owner. Previously, you had to clone or re-create the dashboard to provide access to a new owner.
• Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editions
  Salesforce users in all editions can now use rich text and image widgets in Lightning dashboards. Explain charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Lightning dashboard components are now called widgets in all editions. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 3 images, and 25 rich text widgets. The former limit was 20 in total. Previously, this feature was available only in Unlimited Edition and Performance editions.
• Focus Your View with More Dashboard Filters in All Salesforce Editions
  Users in all Salesforce editions can now refine and target dashboard data with up to five filters on Lightning dashboards. With more filters, you can reuse the same dashboard for different teams while preserving the filters that are already set up. Save time and effort and reduce dashboard redundancy by eliminating the need to clone dashboards for different teams and business units.
• Easily Update Fields in Lightning Report Filters
  Save time when updating filters in response to changing reporting needs. You can now change the field in a Lightning report filter without deleting the filter and adding a new one. For example, you can change a filter on Industry to a filter on Type in a report on accounts without having to remove and recreate the filter and filter logic. In earlier releases, you could change the operator and value but not the field. Previously, this feature was available only in Salesforce Classic.
• Rearrange Multiple Lightning Report Columns at Once
  Now you can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in Salesforce Classic.
• Filter Report Types by Objects or Fields in Enterprise and Performance Editions
  Ensure the Lightning reports that you create contain the data you need without trial and error. Enterprise and Performance Edition users can now quickly find all the report types that include specific Salesforce objects or fields. For example, if you’re building a report that needs to include the Age field on the Case object and the SLA field on the Account object, add those fields to the report type filter to see report types that include those fields. You can filter report types by up to 20 objects or fields. You can’t filter by fields included in a lookup or part of a composite field, such as geolocation or address. Previously, this feature was available only in Unlimited Edition.
• Access Report and Dashboard Subscriptions with Slack Slash Commands
  Reduce context switching and increase workflow efficiency and collaboration with the new way to view and configure Lightning reports and dashboards subscriptions. Wherever you are in Slack, you can enter a slash command that opens a window for managing subscriptions, including adding and removing recipients. Previously, you could manage these items only within the CRM Analytics for Slack app.

Lightning Reports and Dashboards (salesforce.com)

The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.

Where: This change applies to CRM Analytics for Android. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

When: Save View is available the week of February 12, 2024.

How: CRM Analytics is available for devices running Android 5 or later. For the latest enhancements, download CRM Analytics from Google Play™.

Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.

Tap Save then tap the Save View tab. Tap Use as default view for the view to automatically open with a dashboard. Type in a name for the view and tap Save View.

Save Dashboard Views on Your Android Devices (salesforce.com)

The new Save View functionality enables you to save dashboard views on your iOS devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.

Where: This change applies to CRM Analytics for iOS. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

When: Save View is available the week of February 12, 2024.

How: CRM Analytics is available for devices running iOS 12.2 and later. For the latest enhancements, download CRM Analytics from the App Store.

Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.

Tap Save then tap the Save View tab. Tap Use as default view for the view to automatically open with a dashboard. Type in a name for the view and tap Save View.

Save Dashboard Views on Your iOS Devices (salesforce.com)

Saving personal views of dashboards, previously available only on desktops, is now available to mobile users.

• Save Dashboard Views on Your iOS Devices
  The new Save View functionality enables you to save dashboard views on your iOS devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.
• Save Dashboard Views on Your Android Devices
  The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot. Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily switch between other saved views associated with the dashboard.

Analytics Mobile Apps (salesforce.com)