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Export and Connect Reports to Other Tools
Export or connect a report to another tool, such as Quip, to work with report data outside of Salesforce.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
- Export a Report
You can export report data to a spreadsheet. - Add Custom Disclaimers to Exported Reports
Control the legal and compliance language on your exported reports using custom disclaimers. Add a custom disclaimer after the standard Salesforce disclaimer to ensure compliance with corporate policies, regulatory requirements, and international standards. - Disable Formulas in Exported Reports
Disable formulas in reports exported as a CSV file or an excel file by adding a straight apostrophe (') before field values that start with characters such as equals (=), plus (+), minus (-), and so on. This prevents spreadsheet programs from misinterpreting these cell values as formulas and reduces security risks. - Salesforce Reports in Quip
Work with connected report data in a document to collaborate on live Salesforce data in context. @Mention colleagues to discuss data inline or in the document conversations pane. Update filter values from Quip to customize your Salesforce report views without altering the base report in Salesforce. - Add a Lightning Report to an LWR Experience Cloud Site (Beta)
Give your partner users direct access to a Lightning report by embedding it on your Lightning Web Runtime (LWR)-based Experience Cloud site. In Experience Builder, add the Lightning Report component to a page, select the report, and publish the site. - View Your Reports on Mobile with Enhanced Reports
Enhanced Reports enables you to view your Lightning reports in a mobile-friendly interface without reconfiguring report formats. Creating new reports and editing reports are still done on the full desktop site, with those changes automatically rendering on mobile.
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