Preview a Record from a Report (Beta)

Review and work with records directly from a report instead of opening each record on a separate page. Turn on preview mode to open records in a side panel while keeping the report visible. Record preview is available only in the report view mode.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer editions.

Note Record Preview in Lightning Reports is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.

From Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings.
Select Show record previews on Lightning Reports (Beta).
Open a report, and then click at the top of the report run page.
In the report, select a record link.
The record opens in a side panel next to the report.
Review the record details and interact with it directly from the side panel:
- To view more information in a pop-up, hover over the links in the Related List Quick Links section.
- To open the record in a new tab, click any action buttons at the top of the panel.

Note To open a record on its own page instead of in the side panel, select Eye icon for record preview

again to turn off preview mode.