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Andrea Ryan

Ability to export or print the report chart with the report

Operational Reporting

Some of our users are frustrated that the accompanying chart on a report cannot be printed with the report (whether printing or exporting) or printed with the report when scheduling. Right now they are right clicking on the chart, saving the jpg and then inserting into the excel file. This leaves room for error, like if a user accidentally attaches the wrong chart to the wrong report. Although not as high a priority as some of the other ideas we'd like to see implemented, it is a feature that should be considered.

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Latest Comment from Salesforce

Anusha Surepeddi - 1 year ago

Hi All,

Reporting Team has been focused on delivering community voted ideas via True to the Core program, such as Row Level Formulas, Field to Field Filtering, Unique Row count and Scheduling Report Attachment (excel/pdf), so this idea is not on the short-term roadmap as we have prioritized higher pointed ideas.

However we are considering it for the long term.

Thanks for your patience,
Anusha

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Danica Wytcherley - 28 days ago

Is this functionality planned soon? This is vital for most businesses and is one of the basic features my people look for in Reporting functionality.
- Flag

Eva Kastner-Puschl - 2 months ago

Hi Reporting Team,

I would like to recommend a few things regarding your reports:

In Salesforce Lightening Exp.:

1) When I subscribe to reports and go to my reports list, I can only see a checkmark next to my subscribed report. However, I would love to have an option to see when the report is scheduled to go out without clicking on the report and then navigtating to "Subscribe". You might want to consider adding an extra column with that information on the report list page.

2) When trying to unsubscribe to reports, there seems to be no such option on first glance. PLEASE ADD an UNSUBSCRIBE button, so that we don't have to click on "Subscribe" first until we reach a window to unsubscribe. Too many steps! Not user-friendly!

In Salesforce Classic:
- I wasn't aware that Salesforce Classic and Salesforce LE don't synch when it comes to report subscriptions. When subscribing to reports in LE you're not automatically subscribed to the same report in Classic and vice versa. It would be great NOT to have that disconnect, as it's confusing and requires double the work.

Also - I love the clear display of reports in LE. However, when subscribing to reports, they don't come in the same legible and nice format.

And last but not least I wish the report chart could be included when EXPORTING reports in LE!

Kindly consider these recommendations!

Best Regards,
Eva

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Eliana Negrisoli - 2 months ago

With Lightning our management team use graphics to build their report in SFDC but it is very frustaded that they cannot export the graphics.
- Flag

Steven Sabold - 2 months ago

As a newer organization to Salesforce, I was disheartened when I saw this has been stuck in limbo for 11 years.

Sales agents for Salesforce boast how one of the software's primary purposes is to assist with data driven decision making through user friendly reporting. But yet, there is no way to export/print graphical results. Pretty sad if you ask me.

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Nikhil Jain - 2 months ago

Please plan this functionality to be implemented in the upcoming release, as this is vital for most of businesses and is one of the basic feature anyone looks for in the Reporting.
- Flag
Melinda Michaelis - 2 months ago

Eleven years to export a chart? Really? I have two teams that are looking at moving reporting out of Salesforce for this very reason. Please reconsier. Extremely useful an needed functionality.
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Kathryn Hedt - 3 months ago

Must need....
How long term is long term? This idea was started 11 years ago, and theres a few comments from Salesforce saying they are considering it for the long term.... is 11 years not enough? It seems like a simple request.

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Sidney Chow - 3 months ago

This is an important function for reports to top execs. Very important.
- Flag
Sorcha MacDonald - 3 months ago

I agree with this. It doesn't make sense that you cannot export the chart / graph as well. This idea should be considered in the upcoming road map planning.
- Flag
Robyn Jungers - 6 months ago

Long term? What does that even mean? This has been being requested for over 10 years now!!!
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Kyle Morse - 7 months ago

In moving to Lightning we've found ourself needing this functionality. Previously in Classic we could copy the graph and paste it in the exported report. Now with Lightning we're unable to do so. We've moved our org to Lightning only so this puts a strain on our users.

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Audrey Vestel - 7 months ago

The charts in the reports are wonderful. Users definitely need to be able to export them; otherwise they get very frustrated. Please prioritize this functionality.
- Flag
Josh Barron - 8 months ago

That this wasn't built in to the report function from launch is concerning, the idea that lightning was launched without it is incredible, that it still isn't available is simply staggering!
- Flag

Bazty Clemente - 10 months ago

Hi Support,

Good day!

Any update on this case please?

It woud really be very useful to us SF users...

Hope you coud prioritize this as the chart button is already available on Dashboard but not on the Reports.

Thank you.