First Quarter 2026 Reporting enhancements

This page describes Reporting enhancements made with the First Quarter 2026 release to the Preview environment. These enhancements will be made available in the Production environment as noted.

For a list of all changes available at this point in the First Quarter 2026 release cycle, see First Quarter 2026 release overview.

Currency updates in Canvas Dashboards

We have made the following updates for native currency fields:

Quick search table results in Canvas Dashboards

We have added a quick search to Table reports. This search works across all pages, so you can find data even if it’s not currently visible.

New Show total option for Pie Charts

We have introduced a new Show total option that converts pie charts into donut charts. This feature allows users to display a central value that represents the total of all segments in the chart.

Users also have the option to show or hide a label for the total and provide a custom label value.

For more information, see Build a chart report in a Canvas Dashboard.

New configuration options for Pie Charts in Canvas Dashboards

We have introduced two new configuration options for Pie Charts:

For more information, see Build a chart report in a Canvas Dashboard.

Canvas Dashboards grouping count improvements

We’ve updated the grouping bar in Canvas Dashboards to display the record count for the current page and the overall record count for the grouping across all pages.

For example, the grouping bar will show “3 of 7” or “83 of 21032” to provide a clear view of the data distribution within the grouping.

Previously, the grouping bar did not provide this detailed count information, making it challenging to understand the total number of records within a grouping when navigating through multiple pages.

New Reference Line feature in Reports in Canvas Dashboards

You can now define a Reference line in Bar, Column, and Line charts to set a target or threshold four your series-based reports.

Note: The Reference line is not dynamic and multiple reference lines cannot be applied. We are exploring future enhancements, but there are no immediate plans in place.

For more information, see Build a chart report in a Canvas Dashboard.

Customize axis labels on Chart reports in Canvas Dashboards

You can now customize the axis labels on Chart reports. This new feature allows you to input a replacement axis label to display instead of the default object and field path. Additionally, you can choose to hide the axis labels entirely.

For more information, see Build a chart report in a Canvas Dashboard.

Duplicate a report in a Canvas Dashboard

You can now duplicate a KPI, table, or chart report in a Canvas Dashboard after it’s been created. Once duplicated, you can edit the report as needed before saving.

Removing field options from report filters

We have removed the following field options that were previously available when applying a filter to a report:

These were removed due to issues associated with the Not Equal and Is Blank operators. If you have an existing filter that uses one of these fields, it will continue to work as expected. Alternatively, you can continue using these fields in textmode, but it’s recommended to avoid using the Not Equal or Is Blank operators when doing so.

The following field options are available as alternatives:

New guardrails to improve loading times in Canvas Dashboards

To avoid loading time delays and improve overall performance in Canvas Dashboards, we have applied limits on how many dashboard components can be added to a dashboard: