---
schema_version: "1"
id: 8db4948a6a5f0255d6b4b683e0187b96c0508e657b0be87048e43bca95198009
title: Turn Automatic Updates to the Report Preview On or Off
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_preview_on_off.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_preview_on_off.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7db49c9ff89963bc3f85f03f48ddb6afc5ff12afd2683d6ca06f3c4aadd9a6af
description: Edit reports faster by turning off automatic preview updates. When off, you can make multiple edits without waiting for the preview to refresh after each edit. When you’re ready to preview data, manually refresh the report preview. Or, see sample records returned after each edit by keeping automatic previews on.
products:
  - Cross Cloud
release: "264"
---
# Turn Automatic Updates to the Report Preview On or Off

Edit reports faster by turning off automatic preview updates. When off, you can make multiple edits without waiting for the preview to refresh after each edit. When you’re ready to preview data, manually refresh the report preview. Or, see sample records returned after each edit by keeping automatic previews on.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d16590e82">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16590e82 ">To turn automatic updates to the report preview on or off while
              editing a report saved in a private folder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16590e82 ">Create and Customize Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16590e82 ">To turn automatic updates to the report preview on or off while
              editing a report saved in a private or public folder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16590e82 ">Report Builder OR Report Builder (Lightning Experience)</td>

          </tr>
        </tbody>
      </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_preview_off.png)
3. To refresh out-of-date data, click **Refresh** (1).
    
    ![The preview refresh button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_preview_off_refresh_callout.png)

The preview reloads to show your edits.

![A report showing the latest edits](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_reports_preview_off_refreshed.png)

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