All Ideas

Idea Details

Post an Idea
83,120  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

Reports & Dashboards

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 where I need to do a little formatting before I send the report on to others.

Merge Idea · Flag

Latest Comment from Salesforce

  • Anusha Surepeddi - 1 month ago

    Thank you, Trailblazers, for helping us shape our product roadmap. You prioritized this feature and we’re starting to work on it. During our roadmap planning, where we tested our initial assumptions and confirmed what dependencies we have on other teams we learned that this feature is more complex than we originally thought. We’ve updated the estimated general availability of this feature to Spring'21 (safe harbor).

    However, for Spring'20 release, we are working on delivering formatted export attachment as an option as part of lightning report subscription. This should be in Beta for Spring'20 (safe harbor). 

    While we work on this, if we have any other significant updates, we’ll post them here. In the meantime, you can learn more about Prioritization and how you can continue to shape Salesforce products at https://sfdc.co/IDXrGroup.
  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.