How to Turn Automatic Updates to the Report Preview On or Off?

How to Turn Automatic Updates to the Report Preview On or Off in Salesforce

To turn automatic preview updates on or off flip the Update Preview Automatically switch on or off.

  1. Edit or create a report.
  2. Click Update Preview Automatically. The switch switches on or off.

    When on, the report preview updates automatically after each edit you make to the report.

    When off, a message tells you whether the preview shows your most recent edits and provides the option to refresh the preview. When hiding recent edits, the preview turns gray.

    A report with edits hidden from the preview pane
  3. To refresh out-of-date data, click Refresh (1).
    The preview refresh button

The preview reloads to show your edits.

A report showing the latest edits

The Update Preview Automatically switch doesn’t affect the report run page.


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Posted By : Sudeer Kamat Date :

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