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            Add Custom Disclaimers to Exported Reports

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To export reports: Export Reports
            1. In Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings.
            2. Select Use Custom Disclaimer on Exported Reports.
            3. In the text field, add the custom disclaimer after the standard Salesforce disclaimer.
              The standard Salesforce disclaimer appears first and can’t be removed.
              Note
              Note The text field supports up to 765 bytes. Because characters use 1 to 4 bytes depending on the language and encoding, the number of characters you can enter varies.
            4. Click Save.
              The custom disclaimer displays as a footer in all reports exported in .xlsx, .xlx, and .csv formats.
             
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