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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

Ankita Dutta - 3 months ago

Thank you trailblazers for your feedback. As of now, the reports team is focused on delivering the "Ability to print dashboards as PNG/ PDF" (https://trailblazer.salesforce.com/ideaview?id=08730000000Br59AAC).
Estimated GA Release: Winter '22
From the customer use cases we gathered there was more use to delivering that feature than printing one long report as PDF. Hence, this idea is not prioritized as of now on our short term roadmap.
In the meantime, if you have relevant use cases, please keep commenting on the idea.

Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://ideas.salesforce.com/s/about.

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Comments ( 180 )

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Julie Schatte - 5 days ago

Please add the ability to print
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Lisa Rodrigues - 8 days ago

Workarounds for anyone in an immediate need
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkcdUAD or https://www.cloud4j.com/report-builder.html
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Becky Bone - 11 days ago

Please add in the ability to print to PDF from different Salesforce Objects. While we strive to be paperless we should have the ability to provide records to ISO and other auditors in mass.
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Greg Shaw - 3 months ago

Ankita,
Thanks for the udpate. It does seem to take an inordinate amount of time to move ideas through the development process.
As far as a use case is concerned I think it is the same as the case for printing a dashboard just with detailed information. I think you misconstrue the problem by referencing 'printing one long report'. The report may be long but that is not the point. The point is the need to provide the information in the report to users who are not Salesforce users, perhaps executives who need the information but don't want to have to open Excel to get it. In the same way that having a dashboard printout in one's hands is useful it is equally useful to have the detailed information of the report behind the dashboard in one's hands as well.

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Ankita Dutta - 3 months ago

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蘇鴻森 Elson Su - 5 months ago

with the report chart plz.
- Flag
Jenny Naja - 6 months ago

@anusha Surepeddi, any news on this?

Thanks a lot!
- Flag
Florine CLEMENT - 6 months ago

Hi Anusha,
Could you please confirm this item will be delivered in Spring '21 ?
Plus, could you tell us more about functionnality details (Salesforce editions, right to add in profile...) ?
- Flag

Stacy Ross - 6 months ago

When we purchased Salesforce we understood that a real power in all the information Salesforce holds is in its reporting. It seems counterintuitive that there is no print functionality directly from the reports themself. Exporting to Excel is an extra step and adds a security risk as well. I hope this issue is addressed and resolved soon.

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Praveena Ram - 6 months ago

Hi Anusha - we are really looking forward to this feature. Would you let me know if PDF option is still on track to be released in Spring '21?
- Flag

Falko Muschlin - 6 months ago

Hi Anusha,
i am highly interessted in this functionallity. Can you give me an update for the scheduling if this feature and if conditional formatting will be transfered too? This would support my daily work significantly.
Best regards from germany
Falko

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Robb Gentry - 8 months ago

This would definitely help takes step out of the reporting process!
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Estelle Dunn - 8 months 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 - 10 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 - 11 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.