Thursday, October 29, 2015

Quick Tips: Un-clutter Report type list (hide report types)

Frankly, this is a pretty nifty feature I have just observed (never paid attention) and I thought that most of you like me, would have never looked into it. So, hereby sharing it.

While implementing Salesforce, one of the key things we showcase to users is the ease with which users can create their own reports with point-and-click features. This is definitely a very important feature for end users as they get the power to create reports in minutes without having to wait for lengthy IT process.

Vanilla Salesforce provides lots of report types out of the box as per below screenshot.
Default report type list

However, it is quite common that client might not be using certain features of Salesforce and hence those report types are not being used at all. They just clutter the report type list unnecessarily.

Salesforce provides a quick way to hide unwanted report types. Just, check the checkbox above "Select Report Types to Hide" and you can hide/ unhide report types. For e.g. we want to hide all Contracts and Products related report types

Hide unhide report types
Voilla!! you have removed one more point of confusion for your users
Uncluttered report types

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