Show/Hide Details
A toggle option in Salesforce report views that shows or hides the individual record rows behind summary or matrix report groupings, letting users switch between seeing aggregated totals and detailed record data.
Definition
A toggle option in Salesforce report views that shows or hides the individual record rows behind summary or matrix report groupings, letting users switch between seeing aggregated totals and detailed record data.
In plain English
“Show/Hide Details is a toggle in Salesforce report views that shows or hides the individual record rows behind summary or matrix report groupings. Toggle it on to see every record; toggle it off to see just the aggregated totals.”
Worked example
The CFO at Quandary Brewing reviews a quarterly revenue summary report grouped by Beer Style. The Show/Hide Details toggle is off by default - she sees only group totals: IPAs $1.2M, Stouts $480K, Lagers $940K. One row catches her eye: Sours $- shows zero revenue, which conflicts with last month's data. She clicks Show Details for just that group and the underlying records appear; she discovers the Sours line has 12 individual transactions with the wrong product type, miscategorizing $200K of revenue. Without Show/Hide Details, she'd have to dig through two reports - one summary and one detailed - to triangulate; with it, the same view answers both questions.
Why Show/Hide Details matters
Show/Hide Details is a toggle option in Salesforce report views that shows or hides the individual record rows behind summary or matrix report groupings, letting users switch between seeing aggregated totals and detailed record-level data. It's a report viewing option, not a configuration change; the underlying report stays the same.
This toggle is valuable for reports that serve both summary and detail purposes. Executives might want to see only the summary totals; managers might want to drill into the detail rows. Rather than building separate reports for each audience, one report serves both needs through the Show/Hide Details toggle.
How organizations use Show/Hide Details
Uses Show/Hide Details to switch between executive summary view and detailed analysis.
Trains users on the toggle so one report serves both summary and detail needs.
Treats the toggle as a standard report viewing feature for multi-audience reports.
Test your knowledge
Q1. What is Show/Hide Details?
Q2. Does it change the report?
Q3. Why is it useful?
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