Sometimes I realise I’m really no different to my users – I hate change! Let me be more specific, I hate change I don’t control, or that takes my by surprise. This can make release time a bit stressful. As well as large enhancements that get a lot of publicity, Salesforce include a lot of smaller changes that can easily go unnoticed, until they’re annoying you and you’re wondering why things aren’t working the same as last week.
With the Spring ’20 release a new feature was unveiled to little fanfare: “Turn Off Automatic Updates to the Report Preview to Edit Reports Faster“. What does it do? Well, the clue is in the name. It’s actually a very smart update that means you can switch off the automatic refresh when building or editing a report.
Why is this useful? Previously, after every change e.g. add a filter or add a new column, you would have to wait for the preview to refresh before you could continue making changes. If you were making a lot of changes, this could really slow down the process of building a report. With the update, you can make all your changes first, then select “Refresh” to see an updated preview.
The thing is, the release made “Update Preview Automatically” turned OFF by default, and I personally prefer my report preview to refresh every time I make a change. In good news, I can easily change the default to ON, and so can you if this is also your preferred way of working!