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            Export and Connect Reports to Other Tools

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            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            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 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.
            • 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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