Introduction

Building dashboards that accurately reflect report data often requires reconfiguring table settings such as groupings, formulas, and buckets. This repetitive work increases the risk of inconsistencies between reports and dashboards.

With this now Generally Available enhancement, Salesforce allows you to reuse existing report settings when adding Lightning tables to dashboards. Dashboard tables can now automatically inherit the configuration of their source reports, ensuring accuracy and saving time.

What’s New (Generally Available)?

Salesforce now supports applying report table settings directly to dashboard Lightning tables.

When enabled, dashboards automatically inherit the report’s configuration instead of requiring manual setup.

Imported Settings Include

● Groupings
● Custom formulas
● Bucketing
● Table configuration and structure

This guarantees that dashboard tables visually and logically match their source reports.

Why This Feature Matters

Before this enhancement:

● Admins had to rebuild table settings on dashboards
● Small mismatches between reports and dashboards caused confusion
● Manual configuration increased the risk of errors

With this GA feature:

● Dashboards are created faster
● Data remains consistent across reports and dashboards
● Configuration mistakes are reduced
● Less rework is required when reports change

Where This Feature Applies

This feature applies to:

● Lightning Experience
● Dashboards using Lightning Tables
● Source reports

It is available in the following editions:

● Enterprise
● Professional
● Unlimited

How to Enable the Feature (One-Time Setup)

Admin Configuration Steps

● Go to Setup
● In Quick Find, search for Reports
● Select Reports and Dashboards Settings
● Enable Apply report settings to dashboard tables
● Save your changes

The feature is now enabled for your org.

How to Use It (Dashboard Builder)

When adding a Lightning Table to a dashboard:

● Add a Lightning Table component
● Choose the source report
● Select Use table settings from report
● Save the dashboard

The dashboard table now mirrors the report’s settings automatically.

Example Use Case

A Sales Manager maintains a report that includes:

● Opportunity Stage groupings
● Bucketed deal sizes
● A custom formula for weighted revenue

With this GA feature:

● The dashboard table imports all report settings
● No manual recreation is required
● Sales leaders see the same logic in both the report and dashboard

This improves trust in dashboard data and reduces maintenance effort.

Best Practices

● Standardize report configurations before using them in dashboards
● Use this feature for executive and KPI dashboards
● Treat reports as single sources of truth
● Ensure users have access to the source reports used in dashboards

Limitations and Notes

● Applies only to Lightning Table dashboard components
● Source reports must support the imported settings
● Changes to the report may require a dashboard refresh

Who Benefits the Most?

● Salesforce Administrators
● Business Analysts
● Sales Operations teams
● Dashboard designers
● Executives relying on accurate KPIs

Conclusion

The Generally Available capability to reuse existing report settings in dashboard Lightning tables is a significant productivity improvement. By eliminating duplicate configuration and ensuring consistent data representation, Salesforce makes dashboards faster to build and more reliable.

For organizations that depend on dashboards for decision-making, this feature is a must-enable enhancement.

Blogs

Use Existing Report Settings When Edit Tables to Dashboards