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Disable Formulas in Exported Reports

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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.

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 Disable Formulas in Exported Reports.
  3. In the text box, along with the default characters such as =, +, -, @,\t, and \r, you can enter additional characters to detect at the start of field values using commas to separate them. Multiple characters without commas in between, for example %&+, are not supported.
    This setting adds a straight apostrophe (') to the start of cell values in reports exported as CSV or excel files if those values begin with any of the characters specified in the text box.
    Note
    Note The default characters (=, +, -, @,\t, and \r) cannot be deleted from the text box.
 
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