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20,300  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Ability to Print Reports to PDF

Ability to print reports to a PDF. The Print View sends the report to Excel for printing but if there is a chart on the report, it does not get sent.

132 comments · 9 years ago

58,450  Points
In Development
Under active development by Salesforce. No commitment or firm timelines on delivery.

Schedule Reports as Attachments and add Adobe PDF, Excel Option

The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel… Show more

780 comments · 9 years ago

13,650  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Increase the limit on the number of reports a user can subscribe to

The new report subscription feature is really nice, but only being able to subscribe to 5 reports is not helpful.  Most users who want to subscribe to reports want to do this for at least 10 - 15 reports.  I'm not sure why the limit is hard-coded… Show more

378 comments · 3 years ago

2,240  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Ability to report on who subscribes to reports

Hi. With the recent "subscribe to reports" feature that was released in Spring '15, it would be great to be able to report on how users that have subscribed to select reports, and to take it a step further, how many of the subscription… Show more

15 comments · 3 years ago

2,130  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Custom Report Types - remove role hierarchy dependency

I found out (the hard way) that Custom Report Types are not like Standard report types. According to Knowledge Article Number: 000004564 (https://help.salesforce.com/HTViewSolution?id=000004564), standard reports allow "un-drilled" reports… Show more

33 comments · 4 years ago

930  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Allow Workflow and Formula Fields on Revenue Schedule

Currently you can create custom formulas using the revenue schedule within reports only.  Administrators should be able to pull revenue schedule data to create workflows, custom formula fields and master detail relationships. so that there can be… Show more

17 comments · 7 years ago

60  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

View EmailMessage from Task/Event Report

The sales teams here are using "Lightning for Gmail", that they will put the email with attachment into Salesforce to share with the team. So the team heads want to have a report on how many emails they logged into Salesforce such that a… Show more

0 comments · 9 hours ago

45,080  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Report Filters Should Be Able To Compare Fields To Each Other

Instead of just being able to compare fields to values, there should be a way to compare them to other fields. For instance, if "Amount is great than Annual Amount" (Custom field). As opposed to just "Amount is great than 'some… Show more

255 comments · 10 years ago

21,320  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Emailing scheduled reports to Other email addresses - NON users

I love the emailing of scheduled reports enhancement being implemented in Winter 09, however it's a shame that we can't add additional email addresses of non-users to send the reports to. This would allow us to send reports to people who do… Show more

324 comments · 9 years ago

2,550  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Prevent email deletion

Currently there's no permission to prevent users from deleting emails and no report to list deleted emails. The only solution is check the recycle bin. salesforce.com should provide a permission for this or at least let administrators customize… Show more

36 comments · 9 years ago

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