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Reporting on Notes & Attachments

Sales Productivity

I need to be able to run a report so that I can see how much storage each attachment is using. Ditto for tracking Notes on the Account and Opportunity object. This would be a great enhancement.

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Latest Comment from Salesforce

  • David Louie - 5 months ago

    Hi all, thank you again for your passion for this idea. We do have basic reporting capabilities for Notes, as documented here: https://help.salesforce.com/articleView?id=000265383&language=en_US&type=1

    Also, I see some interesting alternatives proposed by the community in the comments. Attachments is available via DataLoader if you're looking to do more of an export than reporting. It also looks like there's a partner solution that could work for the use case.

    We regularly review these IdeaExchange ideas, and hear your need for better reporting on notes and attachments, but there are no plans in our immediate roadmap to address this.
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