Hi All, We have set up a Joined Report, the first block is the Contact with object A and object B, the second block is the Contact with object C. And we found the exported report only shows 20000 records in the block 1. May I know if there are any limitations? As I remembered, the report on UI is limited to displaying only 2000 records, but the exported report should include all the records. My role is system admin. What's the problem is and how to fix it? Thank you in advance!
Hi @Xiang Chen
- unfortunately Divya is correct that this is a limitation in the native report viewer.
Most common solution I've seen is to export the data via API or 3rd party tool to somewhere that can handle larger volumes of rows. The easiest is a spreadsheet - I've done this with
Coefficient's Salesforce to Sheets/Excel connector- you'll likely need to break your report into 2 or more blocks with filters and then join them in your spreadsheet using Array Formulas or similar. Alternatively, you could create the same import as a native Coefficient import which also bypasses the limit. You can set auto-refresh schedule so your imports are always showing the most recent live data.
Let me know if I can help. And full disclaimer - I now work with the team behind Coefficient, but I've been using it as a Salesforce Analyst for many years.