Sometimes, It’s really frustrating to see Salesforce Reports taking longer to load. Are you one of them who struggles with these slow reports and want to improve report performance ?
Here are few tips to Improve/optimize your report performance without touching its data,
1. Optimize Filter & Criteria:
- Use Indexed Fields (e.g. Created Date) for fast filtering.
- Avoid ‘All time’ or Large data ranges in filter Unless it is must for your report.
- Avoid using ‘Contains’ or ‘Starts with’ filters.
- When possible, limit number of filters in your report
2. Use Custom Report Types Wisely:
- Standard report types are optimized for performance. If you create custom report types, ensure they’re designed to include only necessary fields and relationships.
- Avoid Complex Relationships, Custom report types that involve many relationships or multiple object types can be slower.
3. Use Summary or Matrix Reports:
- Instead of pulling detailed rows of data, use summary or matrix reports to aggregate the data first.
- Avoid Complex Relationships, Custom report types that involve many relationships or multiple object types can be slower.
4. Improve Report Performance by using Bucketing in Salesforce:
- Use Formula or Flow to process data earlier instead of overloading reports.
- Reduce calculations by simplifying buckets.
5. Optimize Rows & Columns to Improve Salesforce Report Performance:
- Large numbers of columns slow down report so make sure you keep it minimum
- Render only necessary fields & rows.
- For Summary report, enable ‘Row limit ‘ feature
6. Use Data Export and Schedule for Large Reports:
- Reports with large volumes of data, scheduling them during off-peak hours can help reduce the load on your system and improve performance when you need the data.
- If you don’t need real-time data but still need to work with large data sets, exporting reports and processing them outside Salesforce can help improve performance for both Salesforce and your team.
Further Tips at : Improve Report Performance In Salesforce
