Last Updated on March 20, 2022 by Rakesh Gupta
Objectives:
After reading this blog post, the reader will be able to:
- Export report in lightning experience
- Export report without a disclaimer
Export a Report
When you export a Report from Salesforce you can find some standard message (By default Salesforce adds five rows to the bottom of the .csv or Excel file that’s created) displayed in the footer.
To export a report, click on the Report tab and navigate to the report that you want to export, and open it. Now click on the Export button to export it in .csv or excel as shown in the below screenshot.
In the below screenshot I’ve used the Sample Flow Report: Screen Flows report, You can see default message marked in the red.
Now you have an option to remove the information that’s normally displayed in the footer when users export a report to an Excel or .csv file. This feature is available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions except for Database.com.
Configure Export Reports Without Footers
It’s very easy to configure this feature in your organization, all you need is Export Reports user permission to configure this feature. To configure this feature follow the below steps
- Click on Setup | Feature Settings | Customize | Analytics | Reports & Dashboards | Reports & Dashboards Settings.
- Select the Exclude Disclaimer from Formatted Report Exports in Lightning Experience check box.
- Click Save.
Formative Assessment:
I want to hear from you!
What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.
