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19,510  Points voting closed
Delivered in Spring 20
Delivered in Spring 20

Report Option for Distinct/Unique Records

Operational Reporting

It would be great to have the option on custom reports to specify that the results should show only one instance of a record, even if that record appears multiple times within the report. For example, I would like a report that shows me all accounts that have at least one "Closed Won" opportunity, and even if the account has more than one Closed Won opportunity, the account name would show once. This will allow me to see how many unique accounts that I have that have purchased something. Another example would be for an Opportunities with Products report: The report would show a list of unique opportunities that have product x or product y attached. This concept is similar to the "SELECT DISTINCT" concept in SOQL.

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  • Anusha Surepeddi - 1 year ago

    @Drew - In the Prioritization Survey when voting on this idea, I explained that we are inspired by this idea and we will be delivering a unique row count only for Lightning reports. Note that with the Spring'20 GA release of unique row count, you can also use unique row count in a custom summary formula. Showing unique records will not be possible in the lightning report builder since creating such a filter would cause performance/scale issue, so its not something we can deliver successfully. 

    Release notes for Unique Row Count GA (general avaliability) can be found here:
    https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_rd_reports_unique_count.htm
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