I'm trying to export a Salesforce report with some formatting on it. I have 2 fields in the grouped rows of the report and 1 field in the grouped columns. When I export the report as a formatted .xlsx, it only exports up to about 2000 rows. It's 2014 rows when you include the header (4 rows), the filters list (7 rows), the grouped column header (1 row), the regular column headers (1 row), the subtotal row (1 row), one more grouped value beyond what is visible in Salesforce (1 row), and the subtotal of that final value (1 row). If I remove the second grouped row, I don't reach 2000 rows and it exports fine, so that wasn't a good test to run. So I ran a different report that I knew would generate more than 2000 rows when grouped. I only added 1 grouped field, and then saved and exported as a formatted .xlsx report, and this successfully generated the desired formatted and grouped report and 68,580 rows of data. Then I added another grouped field, and then saved and exported again as a formatted .xlsx report, and it exported 71,425 rows. So then finally I added a grouped column field, and that's when it started cutting off the data, and I'm only getting 2000 rows of data, 2011 rows if you include all those headers and subtotal lines and stuff. So why, when a report has multiple groupings, am I running into a data limit? This could potentially be a recent issue. A user sent this problem to me and informed me that they have been using this same report for years and exporting it as formatted .xlsx this entire time, but is running into this issue now for the first time. The data he is pulling has not suddenly surpassed 2000 rows, what he is pulling should have always had many thousands more records, and it would have been that way for a long time. I can't prove he's used that exact report this entire time, or that he exported it as he states he has, but he's been with the company for multiple years and is a trustworthy source on this kind of information so I am inclined to believe them.
Hi @Caitlynn Pérez When a report is grouped by both rows and columns it becomes a matrix report in salesforce. According to docs, when exporting a matrix report in Lightning Experience using the Formatted Report option, you can export up to 2,000 rows and 100 columns. In your case when grouping is added at only row level then its a simple tabular report and it can be exported upto100k which why you are able to export more than 2k records but it is limited to 2k when a column is added to group along with row(because now it becomes matrix and limit applied). In short its a limitation that you are facing in this usecase.
https://help.salesforce.com/s/articleView?id=analytics.reports_export.htm&type=5
