- Salesforce Lightning Reporting and Dashboards
- Johan Yu
- 148字
- 2021-07-15 17:13:26
Export reports
The Export Reports permission manages a user's ability to export a report into Excel or CSV file format. Similar to the Create and Customize Reports permission, this permission also depends on the Run Reports permission. Disabling the Run Reports permission will auto disable this permission. But this permission does not depend on the Create and Customize Reports permission, which means that a user may be able to export a report even if she or he is not able to create or customize a report.
When you open a report, and you have this permission enabled, you will see the Export link under the arrow dropdown next to the Edit button. Consider the following screenshot:
In Classic, there is an option to export reports as printable view. The exported Excel file will retain the format, and the summary information with the report will be generated in Salesforce.
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