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Kirstie Paul

Improve format of scheduled reports

Operational Reporting

The format of a scheduled report from an SFDC org has the following problems: The table of data is not clean or easy to read for the following reasons: Characters are in Time New Roman font Data alignment is cells is not consistent Cells are too close together (no padding) Which results in an overall hard to read format. Suggest that the above items are addressed.

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Comments ( 138 )

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Tim O'Brien - 2 months ago

I came here to report the readability problems with Lightning scheduled reports (e.g. GIANT SF logo, font problems, spacing issues) but it has become obvious the problems are well known. It has been stated there are no plans to fix these reports. Like everyone else, I am left with building my own workaround (probably involving cut-n-paste to Excel).

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Colby Whetstone - 5 months ago

I agree, I have already had multiple complaints from users. Definitely a negative impact to the users.
- Flag

Mélanie Turmenko - 5 months ago

If data is not easily to read, people just won't bother to pay attention to the information in the report.
As simple as that.
I need to be sharp in the information I provide to people. This new format makes us lose efficiency.

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Kevin Tahan - 5 months ago

Reports are being delivered with a GIANT Salesforce logo and a much smaller "Open in Salesforce" button below. The SF logo takes up unnecessary space and doesn’t let us easily view our content. This is going to negatively impact users when they’re going through emails.

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Izem Hamouchene - 1 year ago

Very much needed!!
- Flag
Mehul Alatar - 1 year ago

One of the reason it still keeps me in Classic. Need to be fixed!
- Flag
Alyssa Gant - 1 year ago

Much needed!!
- Flag
Brad Huston - 2 years ago

This feature is still brutal.
- Flag

Daniel Glogowski - 2 years ago

Thank you all for voting and commenting on this idea. There are no short term plans to improve the email fro Classic Report Scheduling.
Lightning Report Subscriptions email is designed for better readbility, and I welcome you to submit your feedback and any enhancement request either via idx or directly to me by dm. Thank you!

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Laurynda Pasma - 2 years ago

I've had feedack that the exported report format is hard to read due to header colours and the font not contrasting enough with the background. Grey text should be black.
- Flag

Vigna Hari Karthik Varadarajan - 2 years ago

I am still disappointed. I dont still how long they will take this request to accoimplish. It is really unproductive.
Now all my bosses cannot read the full text of their activties and events. To see the full text they have to login in to salesforce and check. We are paying 100K yearly to salesforce as a customer we are really disappointed. How many months still need to solve this simple issue ??

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Vigna Hari Karthik Varadarajan - 2 years ago

Yes, it is entriely diffrent what we devlop in the sales force org and what is been displayed in the email. Our bosses and MD's cannot view it fully as they need..
- Flag

Alison Dadia - 2 years ago

Management is asking me to copy and paste this report into Excel and then modify the fonts and spaces so it is easier to read. It would be great if we could customize the look of the scheduled reports so I don't have to do this extra step!

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0053000000AIbeGAAT - 2 years ago

8years and Product Team Review for who knows how many of those (so much for "2-4 months"!) and NOT EVEN A SINGLE OFFICIAL COMMENT?!
UTTERLY RIDICULOUS!
If SteveMo's reputation can't get some traction with Salesforce, then I'm not sure the Idea Graveyard will ever change, leaving ideas like this to be doomed for eternity (or until finding another CRM):
https://success.salesforce.com/ideaView?id=0873A0000003aQvQAI
The above led to this Twitter exchange with Marc Benioff:
https://twitter.com/ScottMolinari/status/1024917928360198144
...and this unsatisfying blog post so far (we don't need a new Idea Graveyard - we need Salesforce to take customer-driven success of all of these ancient Ideas SERIOUSLY and ASAP and DELIVER, or better DISCUSS, them all):
https://www.salesforce.com/blog/2018/08/create-next-idea-exchange-trailblazer-community.html
Now if only Salesforce leaders were more focused on their own customer-driven success than comparing their growth size with the big players?

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0053000000AIbeGAAT - 2 years ago

@Maria Wallace
There's too many to list out, and it will totally depend upon your Salesforce use whether any lapses are show-stoppers for you. It's more of a death of a thousand cuts than a major roadblock (until/unless you find the key feature(s) missing that you rely upon daily), and some will say just switch back and forth (while you can, but when will Classic be completely gone?), which is why some people don't get it and Salesforce has been ignoring it out of hand. You need to spin-up a (partial/full) sandbox and give it a whirl. The lack of the Ideas object altogether is one that comes to mind recently (thus anyone not using that may not care or think you're overreacting b/c it's just fine for them), but there are many others and you may find them posted as another idea here in the Idea Graveyard, er, Exchange. We also have a 3rd-party tool that still refuses to officially support Lightning (were going to in 2017, then 2018 and the latter is quickly slipping away and they give no date any longer). Only you can tell if it'll be fine (some people clearly are - especially all the newer users who get Lightning by default and live with what they get). Happy testing!