Report & Dashboard Limitations and Allocations in Salesforce

 Report Limits, Limitations, and Allocations

  • The report builder preview shows a maximum of 20 rows for summary and matrix reports, and 50 rows for tabular reports.
  • In Salesforce Classic, you can't have more than 250 groups or 4,000 values in a chart. If you see an error message saying that your chart has too many groups or values to plot, adjust the report filters to reduce the number. In combination charts, all groups and values count against the total.
  • In Lightning Experience, a report chart can have at most 2000 groups. If a report has more than 2000 groups, the action 'Combine Small Groups into Others' applies only to the small groups within the 2000 that are included in the report chart. Any additional small groups are ignored.
  • Reports display a maximum of 2,000 rows. To view more the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, printable view displays a maximum of 20,000 rows. Printable view is only available in Salesforce Classic.
    • Summary and matrix reports display the first 2,000 groupings when Show Details is disabled.
    • Matrix reports display a maximum of 400,000 summarized values.
    • Matrix reports display a maximum of 2,000 groupings in the vertical axis when Show Details is disabled. If there are more than 400,000 summarized values, rows are removed until the 2,000 groupings limit is met, then columns are removed until the number of summarized values moves below 400,000.
    • Matrix reports that return more than 2,000 rows don't show details. If you click Show Details, nothing happens. You can only view the report with details hidden.
  • Up to five metrics display in the Lightning Experience report header. Metrics such as summarized fields appear in the order that they appear in the report, left to right. The grand total, when shown, always displays.
  • When reports that have groupings are viewed in the Salesforce mobile app, they’re converted to tabular reports.
  • The Salesforce mobile app supports a maximum of 25 report columns.
  • By default, reports time out after 10 minutes.
  • In a joined report, each block can have up to 100 columns. A joined report can have up to 5 blocks.
  • When you add a new block to a joined report and the block has multiple entities in common with the report, only the first entity (in alphabetical order) is shown. Only the fields from the first entity are shown in the common fields area.
  • You can add up to 10 custom summary formulas to each block in a joined report. A joined report can have a total of 50 custom summary formulas.
  • Each joined report can have up to 10 cross-block custom summary formulas.
  • In a non-joined report, if you click a bar in a report chart, the report results are filtered according to the selected bar. In a joined report, clicking a bar doesn't apply the filter.
  • When you filter on standard long text area fields, such as Description or Solution Details, only the first 1000 characters of the field are searched for matches in reports.
  • Some filters (such as date range) are constructed using multiple custom filters, each of which counts towards the total of 20.
  • Field-to-field filtering isn't available on currency fields for orgs that have multi-currency enabled.
  • The first 999 characters in a standard rich text area or a long text area are displayed in a report. For custom fields, only the first 255 characters are displayed.
  • Summary fields on tabular, summary, and matrix reports can display up to 21-digits.
  • Reports can't be filtered on custom long text area fields.
  • Joined reports require that the new user interface theme is enabled. Users without the new theme are unable to create, edit, or run joined reports.
  • Forecast reports include only opportunities that are set to close within the forecast period, except those assigned to the Omitted forecast category.
  • Internet Explorer 6 is not supported for joined reports.
  • Acceptable range for values: The maximum value allowed is 999999999999999. The minimum value allowed is -99999999999999.
  • Each person in your org can subscribe to up to 5 reports.
  • Up to 500 individual recipients can be added. A recipient is a user, role, or group.
  • If a role or group contains more than 500 users, some users might not receive the updated report.
  • The State/Province picklist filter converts the selected state/province to a two-digit code (example: MO for Missouri). If a state/province in another country covered by the report has the same code (example: MO for Morales, Mexico), filtering on one of the states/provinces may return data for the other.
  • In Lightning Experience, embedded report charts display the source report table’s groupings, not the report chart’s. In Salesforce Classic, embedded report charts display the source report chart's grouping, not the report table's groupings.
Dashboard Limits, Limitations, and Allocations
  • A dashboard filter can have up to 50 values.
  • Each dashboard can have up to 20 components.
  • It’s not possible to filter on bucket fields. However, it is possible to use a report filtered on a bucket field on the dashboard page.
  • Filtering is restricted in some dashboards that contain multiple components based on different report types:
    • If a dashboard has a component based on Cases or Leads and another component based on a different report type, you cannot filter the dashboard on the Case Owner or Lead Owner field. In addition, filtering on other Owner fields doesn’t display Case Owner or Lead Owner as equivalent fields.
    • If a dashboard has a component based on the Tasks and Events, Activities with Accounts, or Activities with Contacts report type and another component based on a different report type, you cannot filter the dashboard on the Assigned field.
  • A dashboard table or chart can display up to 20 photos.
  • You must wait at least one minute between dashboard refreshes.
  • Each person in your org can subscribe to up to 5 dashboards.
  • Up to 500 individual recipients can be added. A recipient is a user, role, or group.
  • If a role or group contains more than 500 users, some users might not receive the updated dashboard.
  • Downloaded and shared images of dashboard component tables have a maximum height of 3000 pixels or approximately 100 rows. Additional rows beyond the limit are clipped. To avoid clipping, filter the chart to fewer than 100 rows.
  • For funnel charts, the total value is not included in subscription emails.


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