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Donna Whitig

Ability to Print Reports to PDF

Operational Reporting

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.

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Latest Comment from Salesforce

Anusha Surepeddi - 1 year 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).

For Spring'20 release, we are working on delivering an formatted excel attachment with lightning report subscription email. This should be Beta in Spring'20 release (safe harbor). After that, we will working on adding PDF option to the email, so you can print subscribed report with this pdf format

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.

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Comments ( 169 )

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Jay Ferguson - 1 month ago

This would definitely help takes step out of the reporting process!
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Estelle Dunn - 1 month ago

PDF generation from Salesforce reports is a must!! Salesforce reports are awesome and extremely customizable. What we really need is to be able to create professional looking pdfs to better enhance our customer's experience and easily provide them with up to date and accurate information.

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Erica St. Angel - 3 months ago

@Anusha - is there a separate idea for the email PDF attachment for dashboards to show our support? This idea https://success.salesforce.com/ideaView?id=08730000000Brb6AAC is related but not the same ask. Our need is to allow permission for user to schedule PDFs of dashboards as attachments.

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Mark Bruso - 4 months ago

Perhaps this has already been suggested, but I suggest adding more granular permissions. For example:

Profile / Permission Set: Export Any Report, Create PDF of any Report
Report Folder Permissions: Export Any Report, Create PDF of any Report
Individual Report: Export Any Report, Create PDF of any Report
- The ability to export or PDF a specific report would be located in the report builder. Anyone with edit rights to the Report would be able to enable either of these features.

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Emma Linney - 4 months ago

+1

But definitely would like to have some granularity here, I don't want users to be able to export reports, just print as pdf.
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Juan Manuel Garrido - 5 months ago

+1
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Mark Bruso - 8 months ago

As part of this new functionality, I suggest including granular permissions to allow this. It should NOT be tied to the Export Reports permission, but it's only separate permission. Going one step further I would suggest adding this permission to the Report Folder Level.

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Anusha Surepeddi - 1 year ago

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Pingjing Zou - 1 year ago

This is absolutely important!
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Doug Perron - 1 year ago

This is an absolute requirement. Please prioritize for Spring 21
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Craig Woodman - 1 year ago

This is a core function for many users. It would be nice to do this without workarounds, or having to export to Excel.
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Nicolas SOLIGNAC - 1 year ago

Hi,

I'm thinking about this idea to print in pdf. Is it possible to have this possibility specifically on a selected reports folder ?

Cause of the gdpr, a lot of compagnies want to control exported(printed) data outside of salesforce. For me, this means some folders can be marked as printable and contain reports with a bouton to export or print or convert to pdf. (This is more easy to manage than on each report.)

Best regards.

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Anusha Surepeddi - 1 year ago

We are actively considering adding the option to generate reports as PDFs. The PDF idea is one included in the May 2019 round of IdeaExchange Prioritization, which is open through June 2. Visit https://sfdc.co/PrioritizeIdeas to learn more.

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Meg L - 1 year ago

So necessary!! Dashboards are often useless without this!
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Charlotte Neve - 1 year ago

Can you make this feature available in Lightning?
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