Preview Records from Lightning Reports Without Losing Context (Beta)

Review report records faster without leaving Lightning reports or opening multiple tabs. With record preview in Lightning reports, you can view record details in a side panel while keeping your report filters, columns, and record list visible. For example, sales reps can review opportunities from a pipeline report while preparing for customer calls and quickly move between records without losing their place.

Where: This change applies to Lightning Experience 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.

How: From Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings. Then, select Show record previews on Lightning Reports (Beta).

In report view mode, to open record links as a preview, click the eye icon (1). Click a record link (2) to open the record in preview mode (3).