Can we save the reports and dashboards as pdf and dashboard as excel? - Answers - Salesforce Trailblazer Community
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Ravindar SfdcRavindar Sfdc 

Can we save the reports and dashboards as pdf and dashboard as excel?

Best Answer chosen by Ravindar Sfdc
Naveen DhanarajNaveen Dhanaraj
Export a Report in "Microsoft Excel ® (.xls) or comma-separated values (.csv) file."

Check Here,
https://help.salesforce.com/articleView?id=reports_export.htm&language=en_US&type=0


 

All Answers

Naveen DhanarajNaveen Dhanaraj
Export a Report in "Microsoft Excel ® (.xls) or comma-separated values (.csv) file."

Check Here,
https://help.salesforce.com/articleView?id=reports_export.htm&language=en_US&type=0


 
This was selected as the best answer
Naveen DhanarajNaveen Dhanaraj
+++,
Upvote This Idea,
Schedule Reports as Attachments and add Adobe PDF, Excel Option-----https://success.salesforce.com/ideaView?id=08730000000Brb6AAC
Ravindar SfdcRavindar Sfdc
Hi Naveen,

What about dashboards? can't we save as pdf?