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Can I modify the report menu?
Hide Report Types from Users?Dashboard/Report to display the data countsRetain newlines in standard report exportshow can I report on report types in salesforceReport Type Clean-UpIs there a way to customize Reports home pageExport Salesforce report data into PDF format in APEXHow to Close SLDS Dropdown Menu when clicked outside in Lightning Component?Report export options / updating existing filter criteria after adding new picklist valueCustom fields and logic in menu to create new Opportunity?
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In our organization, when you are looking at a report, the menu looks like this:
Can this be modified at all? For example, I'd like to bring the Save As and Export out of the dropdown, or even add a new button.
Thanks!
reporting menu
asked May 16 at 15:25
JamesJames
548
add a comment |
In our organization, when you are looking at a report, the menu looks like this:
Can this be modified at all? For example, I'd like to bring the Save As and Export out of the dropdown, or even add a new button.
Thanks!
reporting menu
asked May 16 at 15:25
JamesJames
548
add a comment |
In our organization, when you are looking at a report, the menu looks like this:
Can this be modified at all? For example, I'd like to bring the Save As and Export out of the dropdown, or even add a new button.
Thanks!
reporting menu
asked May 16 at 15:25
JamesJames
548
In our organization, when you are looking at a report, the menu looks like this:
Can this be modified at all? For example, I'd like to bring the Save As and Export out of the dropdown, or even add a new button.
Thanks!
reporting menu
reporting menu
asked May 16 at 15:25
JamesJames
548
asked May 16 at 15:25
JamesJames
548
asked May 16 at 15:25
JamesJames
548
asked May 16 at 15:25
JamesJames
548
asked May 16 at 15:25
JamesJames
548
548
add a comment |
add a comment |
1 Answer
1
active
oldest
votes
No, you cannot edit the menu other than by changing the user's reporting-related permissions to restrict specific operations.
The profile-level permission "Export Reports" can be removed to prevent users from exporting data.
The availability of options like Edit, Save, Save As, Delete, and Add to Dashboard will vary based on whether the user has Profile-level permission to perform such operations, as well as their ownership or access level of the specific Report in question. For example, if the user does not have "Create and Customize Reports" permission, they won't be able to edit any report.
See User Permissions for Sharing Reports and Dashboards for details on the available reporting permissions.
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
add a comment |
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1 Answer
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active
oldest
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1 Answer
1
active
oldest
votes
active
oldest
votes
active
oldest
votes
No, you cannot edit the menu other than by changing the user's reporting-related permissions to restrict specific operations.
The profile-level permission "Export Reports" can be removed to prevent users from exporting data.
The availability of options like Edit, Save, Save As, Delete, and Add to Dashboard will vary based on whether the user has Profile-level permission to perform such operations, as well as their ownership or access level of the specific Report in question. For example, if the user does not have "Create and Customize Reports" permission, they won't be able to edit any report.
See User Permissions for Sharing Reports and Dashboards for details on the available reporting permissions.
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
add a comment |
No, you cannot edit the menu other than by changing the user's reporting-related permissions to restrict specific operations.
The profile-level permission "Export Reports" can be removed to prevent users from exporting data.
The availability of options like Edit, Save, Save As, Delete, and Add to Dashboard will vary based on whether the user has Profile-level permission to perform such operations, as well as their ownership or access level of the specific Report in question. For example, if the user does not have "Create and Customize Reports" permission, they won't be able to edit any report.
See User Permissions for Sharing Reports and Dashboards for details on the available reporting permissions.
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
add a comment |
No, you cannot edit the menu other than by changing the user's reporting-related permissions to restrict specific operations.
The profile-level permission "Export Reports" can be removed to prevent users from exporting data.
The availability of options like Edit, Save, Save As, Delete, and Add to Dashboard will vary based on whether the user has Profile-level permission to perform such operations, as well as their ownership or access level of the specific Report in question. For example, if the user does not have "Create and Customize Reports" permission, they won't be able to edit any report.
See User Permissions for Sharing Reports and Dashboards for details on the available reporting permissions.
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
No, you cannot edit the menu other than by changing the user's reporting-related permissions to restrict specific operations.
The profile-level permission "Export Reports" can be removed to prevent users from exporting data.
The availability of options like Edit, Save, Save As, Delete, and Add to Dashboard will vary based on whether the user has Profile-level permission to perform such operations, as well as their ownership or access level of the specific Report in question. For example, if the user does not have "Create and Customize Reports" permission, they won't be able to edit any report.
See User Permissions for Sharing Reports and Dashboards for details on the available reporting permissions.
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
answered May 16 at 15:33
David Reed♦David Reed
43.4k82564
43.4k82564
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
add a comment |
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
Thanks for the answer - that's very disappointing. I was actually hoping to make it easier to export data by making it require less clicks, since it's the most repetitive part of our workflow.
– James
May 16 at 15:39
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
@James There are ways, but many of them are ugly. You can call the Reports and Dashboards API, but it comes with a number of important limitations - and of course you've got to write code to do it.
– David Reed♦
May 16 at 15:43
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
If anyone sees this in the future and would also like this change, I've posted an "Idea": success.salesforce.com/ideaView?id=0873A000000lOXbQAM
– James
May 16 at 15:48
add a comment |
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