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            Export a Report to Run in the Background

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            Export a Report to Run in the Background

            To set up a report to run in the background, you have to export it in a special way.

            Required Editions

            Available in: Salesforce Classic
            Available in: All editions except Database.com
            User Permissions Needed
            To export reports to the background: Background Report Export
            To view reports exported to the background by other users:

            Background Report Export

            AND

            View All Data
            To manage reports exported to the background by other users:

            Background Report Export

            AND

            Modify All Data
            Note
            Note Running reports in the background is only supported in the Report Wizard. The Report Builder doesn’t support running reports in the background.
            1. Create a report in the Report Wizard.
            2. Click Export Details and choose Run Background Export from the drop-down button.
              Tip
              Tip When running an existing report, click this button to avoid waiting for report results to display.
            3. Select a file encoding setting and a file format in which to export the report.
            4. Choose how to save the report parameters.
              • Click Save revisions to save any parameter changes you made to the report before exporting. Selecting this option overwrites the parameters of the original report.
              • Click Save revisions to a copy to create a new report before exporting. If you select this option, enter a name and description for the report, and choose a report folder in which to save the report parameters.
              Note
              Note Only parameters are saved, not results. To view report results, you must view report details from the background report exports list.
            5. Click Start Background Export.

            When your report has finished running and its results are ready for viewing, a link to the report details is emailed to you. You can download report results from the report exports list. You can only download data that you have permission to view.

            Note
            Note If commas aren’t appropriate for your locale, use a tab or other delimiter. Specify your delimiter in Data Loader Settings (Settings | Settings).

            In the unlikely event that a background export of a report fails, an email notification is sent to you. Reports exported to the background can fail for a number of reasons. For example, between the time you exported the report and the export process began, fields may have been deleted from the report, the report may have been deleted, or the status of the custom report type from which the report was created may have been changed to “In Development.”

             
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