Lightning Reports & Dashboards Limitations And Allocations

The following Salesforce Reports and Dashboards limits, limitations, and allocations apply to all supported editions.

Report Limits, Limitations, and Allocations

• The report builder preview shows a maximum of 20 rows for summary reports (grouped by rows) and matrix reports (grouped by columns), and 50 rows for tabular reports (no groupings).
• 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 reports (grouped by rows) and matrix reports (grouped by columns) 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.
  • Because a matrix report includes multiple groupings, the maximum of 2000 values is typically reported in fewer than 2000 groups.
• 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 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.
• If 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 isn’t 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, users sometimes don’t receive the updated report.
• The State/Province picklist filter converts the selected state or province to a two-digit code (example: MO for Missouri). If a state or province in another country covered by the report has the same code (example: MO for Morales, Mexico), filtering on one of the states or provinces can 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’s 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 can’t 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 can’t filter the dashboard on the Assigned field.
• A dashboard table or chart can display up to 20 photos.
• Wait at least one minute between dashboard refreshes.
• File attachments for report subscriptions are limited to 15,000 rows, 30 columns, and 3 MB file size. Extra data is clipped or not sent.
• 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 don’t receive the updated dashboard.
• Downloaded and shared images of dashboard component tables have a maximum height of 3000 pixels or approximately 100 rows. Extra rows beyond the limit are clipped. To avoid clipping, filter the chart to fewer than 100 rows.
• For funnel charts, the total value isn’t included in subscription emails.

Report Type Limits, Limitations, and Allocations

• A custom report type can contain up to 60 object references. For example, if you select the maximum limit of four object relationships for a report type, then you could select fields via lookup from an extra 56 objects. However, users receive an error message if they run a report from a custom report type and the report contains columns from more than 20 different objects.
• You can add up to 1000 fields to each custom report type.

List View Limits, Limitations, and Allocations

• Only the first 255 characters are shown for custom long text area fields in list views.

Bucket and Bucket Field Limits, Limitations, and Allocations

• Each report can include up to five bucket fields.
• Each bucket field can contain up to 20 buckets.
• Each bucket can contain up to 20 values.
• Bucket fields are available for use only in the report where they’re generated. To use a bucket in multiple reports, create the field for each report, or create a separate formula field for the object that’s dependent on the bucket.NOTE These limits don’t apply to the use of Other as permitted within the bucket field’s setup.
• Buckets and bucket fields aren’t available for reports that include external objects.
• If a bucket field’s source column has a custom index, and you filter by the bucket field, then the performance gains from the custom index are lost.

Historical Trend Report Limits, Limitations, and Allocations

• Salesforce retains historical data for the previous three months, plus the current month.
• Up to 5 million rows of historical trending data can be stored for each object. Historical data capture stops when the limit is exceeded. The admin is alerted by email when any object reaches 70 percent of the limit, and again if the limit is exceeded.
• Each historical trend report can contain up to 100 fields. In Opportunities reports, the fields include standard preselected fields, which can’t be disabled.
• Formula fields aren’t supported.
• Row limit filters aren’t supported.
• The summary report format isn’t supported.
• You can specify up to five historical snapshot dates in each historical trend report.
• You can use up to four historical filters on each historical trend report.
• These field types are supported: Number, Currency, Date, Picklist, Lookup.
• Dynamic exchange rates aren’t supported. When you run a historical trend report, it uses a static exchange rate, which could be outdated.
• Internet Explorer 6 isn’t supported.
• You can’t subscribe to historical trend reports.
• The Report Wizard isn’t supported. Historical trend reports can only be created with the Report Builder.
• Historical trend reporting with charts is supported in Lightning Experience, but tabular views of historical trend reports aren’t available.

External Object Report Limits, Limitations, and AllocationsIf your report includes an external object, the results probably don’t reflect the full data set. External objects behave similarly to custom objects, except that they map to data that’s stored outside your Salesforce org. A report that includes an external object fetches up to 20,000 records for the primary object and can encounter callout limits while fetching external object data. If the report results in few or no rows, try customizing the report to obtain more relevant external object rows.Cross Filters

• Each report can have up to three cross filters.
• Each cross filter can have up to five subfilters.
• Filter logic applies only to field filters, not cross filters.

Lightning Experience Report Subscriptions

• Each user can set up subscriptions for up to 5 reports.
• Subscription recipients aren’t listed on the report subscription emails.
• Each subscription supports up to 500 recipients. Each recipient is a single user, role, role and subordinates, or group. Roles, roles and subordinates, and groups can each have more than 500 users, but subscriptions send a maximum of 500 emails. If a recipient role, role and subordinates, or group has lots of users, some of them don’t receive subscription emails.After including all users from roles, roles and subordinates, and groups, if subscriptions have more than 500 users as recipients, users are prioritized over roles, roles are prioritized over roles and subordinates, and roles and subordinates are prioritized over groups. Each time the subscription sends an email, the role and group users who receive the email are chosen again and can be different each time a subscription email sends.For example, say that a subscription has 100 recipients: 98 users, 1 role that includes 500 users, and one group that includes 400 users. The total number of users associated with the subscription is 998. When the subscription email sends, 98 users from the role don’t receive subscription emails and none of the 400 users in the group receive emails.
• Each Salesforce organization can schedule up to 500 dashboard subscriptions and 500 report subscriptions on a given hour of a given day, such as Monday at 9:00am.
• Lightning Experience report subscriptions don’t support these features:
  • Historical tracking reports
  • Joined reports
  • Conditional highlighting (You can subscribe to reports with conditional highlighting, but conditional highlighting doesn’t appear in the subscription email.)

Lightning Experience Dashboard Subscriptions

• Each user can set up subscriptions for up to 5 dashboards.
• You can subscribe to filtered dashboards, but dashboard filters are never applied to emailed dashboards. When you open the email, the dashboard is displayed unfiltered.
• Dashboard subscription emails don’t reflect changes made to color palette and theme.
• Dashboards that are configured to display data as The dashboard viewer under View Dashboard As settings in Dashboard Properties don’t support subscriptions. You can’t subscribe to them.
• In the email to subscribers, the ‘From’ address is taken from My Email Settings. If no address is specified in My Email settings, the ‘From’ address is taken from the User object.
• For funnel charts, the total value isn’t included in the subscription email.
• Each subscription supports up to 500 recipients. Each recipient is a single user, role, role and subordinates, or group. Roles, roles and subordinates, and groups can each have more than 500 users, but subscriptions send a maximum of 500 emails. If a recipient role, role and subordinates, or group has lots of users, some of them don’t receive subscription emails.After including all users from roles, roles and subordinates, and groups, if subscriptions have more than 500 users as recipients, users are prioritized over roles, roles are prioritized over roles and subordinates, and roles and subordinates are prioritized over groups. Each time the subscription sends an email, the role and group users who receive the email are chosen again and can be different each time a subscription email sends.For example, say that a subscription has 100 recipients: 98 users, 1 role that includes 500 users, and one group that includes 400 users. The total number of users associated with the subscription is 998. When the subscription email sends, 98 users from the role don’t receive subscription emails and none of the 400 users in the group receive emails.
• Each Salesforce organization can schedule up to 500 dashboard subscriptions and 500 report subscriptions on a given hour of a given day, such as Monday at 9:00am.

Reports and Dashboards API Limits, Limitations, and Allocations

The following limits, limitations, and allocations apply to both the Reports and Dashboards REST API and Reports and Dashboards API via Apex.

• Cross filters, standard report filters, and filtering by row limit are unavailable when filtering data.
• Historical tracking reports are only supported for matrix reports.
• Subscriptions aren’t supported for historical tracking reports.
• The API can process only reports that contain up to 100 fields selected as columns.
• A list of up to 200 recently viewed reports can be returned.
• Your org can request up to 500 synchronous report runs per hour.
• The API supports up to 20 synchronous report run requests at a time.
• A list of up to 2,000 instances of a report that was run asynchronously can be returned.
• The API supports up to 200 requests at a time to get results of asynchronous report runs.
• Your organization can request up to 1,200 asynchronous requests per hour.
• Asynchronous report run results are available within a 24-hour rolling period.
• The API returns up to the first 2,000 report rows. You can narrow results using filters.
• You can add up to 20 custom field filters when you run a report.

• Your org can request up to 200 dashboard refreshes per hour.
• Your org can request results for up to 5,000 dashboards per hour.