Report performance best practices

This page documents the impact and remediation activities for issues on a Salesforce Report (Configuration element type is Report).

Best PracticeIssue SeverityImpact AreaImpactRemediationSalesforce Reference
The show filter should not contain the "All" option. HIGH    PerformanceRetrieving unnecessary data is always inefficient and slows down performanceWhenever you can, choose the My... or My Team's... options rather than All in the "Show" filter.   
The "contains" and "does not contain" filter operators should not be uses. MEDIUM PerformanceSelective filters generally work faster than more general ones, all else being equal. Try to make your filters as selective as you canUse the equals or not equal to operators instead of contains or does not containsalesforce_reportperformance_cheatsheet.pdf
 The OR operator should not be used.    MEDIUM PerformanceSelective filters generally work faster than more general ones, all else being equal. Try to make your filters as selective as you canChoose AND rather than OR for filter logicsalesforce_reportperformance_cheatsheet.pdf
Unbounded time intervals should not be used MEDIUM PerformanceFailing to narrow the time period for a report is very likely to cause performance issues. Always use the starting and ending date values to limit the report scope.  salesforce_reportperformance_cheatsheet.pdf
Bounded relative date values should be used whenever appropriate MEDIUM PerformanceUsing open-ended time range queries in Reports can significantly impact their performance.

Try using relative date values such as THIS WEEK, NEXT MONTH, or TOMORROW. This works well for saved reports for a specific, but relative time period—for example, Last Month’s Leads.

salesforce_reportperformance_cheatsheet.pdf
Details should not be shown by default  MEDIUM PerformanceRetrieving unnecessary data is always inefficient and slows down performanceSelect Hide Details in Advanced Filters if you only need a summary of the data and to reduce loading time.  salesforce_reportperformance_cheatsheet.pdf
The number of fields on a report should be kept to a minimum    WARNING    PerformanceRetrieving unnecessary data is always inefficient and slows down performanceExclude unnecessary columns. This is especially effective if you’re using a summary or matrix report and have Show Details enabled.salesforce_reportperformance_cheatsheet.pdf