Spring ’26 Release Report and Dashboard Features 📊
Summary
The Spring ’26 Salesforce release introduces key enhancements for Reports and Dashboards such as inheriting table settings directly from source reports to reduce duplication. It also adds customizable disclaimers on exported reports for compliance teams and safer folder sharing by username to avoid accidental access mistakes. Additionally, Data 360 Reports now support up to five row-level formulas, addressing long-awaited functionality with performance considerations. Teams should test these features in sandboxes ahead of production upgrades to streamline reporting and dashboard efficiency.
Takeaways
- Enable table settings inheritance from source reports for Lightning dashboard tables.
- Activate custom disclaimers on exported reports via Setup for legal compliance.
- Share report and dashboard folders by unique username to prevent access errors.
- Leverage up to five row-level formulas in Data 360 Reports for advanced calculations.
- Test Spring ’26 features early in sandbox environments before production rollout.
With the upcoming Spring ’26 release we have a few new features for Reports and Dashboards. Let’s take a look at what we are getting. Use Table Settings From Report When we add components to Dashboards we have had the ability for the component to use chart settings from the report. Now we have the same functionality when adding tables to a Dashboard . That changes with the new release where we now have the option to inherit settings from their source reports. This means that groupings, summaries, bucket fields and other report-level configurations now carry through automatically into Lightning dashboard tables — saving you time and reducing duplication between what you see in the report and what you present in the dashboard. This beta feature will now become generally available. . Custom Disclaimers on exported Reports When exporting there is a default disclaimer that displays “Confidential Information – Do Not Distribute” in the footer.