Export Reports Without Footers

Last Updated on August 2, 2017 by Rakesh Gupta

Report

Before Sping’14 release if 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 Report tab and navigate to  report that you want to export and open it. Now click on Export button to export it in .Csv or excel as shown in below screen shot.

Export Report
Export Report

In below screenshot I used account history report, You can see default message marked in the red.

Old Report with footer
Old Report with footer

After Sping’14 release, 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 available in Developer, Performance, Enterprise, Professional, Contact Manager, Group and Unlimited editions except 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

1) Click on Name | Setup | App Setup | Customize | Reports & Dashboards | User Interface.
2) Now select “Export Reports Without Footers” check box.

Export Reports Without Footers
Export Reports Without Footers

3) Click on Save.

Now it’s time to test it

Now try to export same report and check the footer.

New Report with no footer
New Report with no footer

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