Reports & Dashboards

*** Important Update: Step-Up Authentication for Report Actions ***Hey Trailblazers! We have some important updates to share about the upcoming Step-Up Authentication requirement for Report Actions —  Here's what you need to know: 

Change 1: Step-Up Challenges Now Scoped to Export Actions Only

Step-Up Authentication challenges will now trigger only when exporting or printing reports — not when simply viewing reports, dashboards, or accessing the Reports/Dashboards tabs in the UI. 

The Session Level Policy setting has been added to reflect this:

 "Require periodic step-up authentication when exporting or printing"

This updated policy replaces the prior setting upon enforcement. Find this by going to Setup -> Identity Verification and selecting the new policy for Reports and Dashboards. 

Change 2: Profile Login IP Restrictions as an Alternate Control

Step-Up Authentication for report exports will not be required when both of the following conditions are met:  

• A user's Profile has Login IP restrictions configured, AND
• Either the user's IP address hasn't changed between login and report export, or "Enforce login IP ranges on every request" is enabled in Session Settings

This gives admins a meaningful alternate control if your org uses IP-based access restrictions and when configured, users will not see step-up challenges during report export. 

Enforcement Timeline — No Changes  

Enforcement dates remain unchanged from what was previously published:

• All Sandboxes: June 17 – June 24
• Production: July 1 – July 25

 Additional Resources

•  Prepare for the upcoming Step-Up Authentication requirements on Report Actions (Updated June 16, 2026)
• Restrict Login IP Addresses in Profiles

Have questions? Drop them in the comments below — we're here to help! 

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.   

@Reports & Dashboards 

Hello All,  

I've been reviewing the article about the new step up authentication requirements for report actions, 

Prepare for the upcoming Step-up Authentication requirements on Report Actions, and it says specifically, "Available in Sandboxes: 

Starting May 27, 2026, staggered over approximately 7 days".  

Therefore, I should see the "

Require periodic step-up authentication when exporting or printing

" option when I go to Setup --> Identity Verification --> Session Security Level Policies --> Reports and Dashboards, I do not see that option. The only options I have are: None, Block, Raise session to high assurance, Raise session to high assurance when exporting or printing, Require periodic step-up authentication. 

Another quote from the article, "Unlike the broader “

Require periodic step-up authentication” setting that was previously made available, the “Require periodic step-up authentication when exporting or printing

” policy allows users to view reports and dashboards without triggering a step-up challenge. While the new policy replaces the former by default upon enforcement, admins may see and select either option prior to enforcement." 

Does anyone out there have the specific "

Require periodic step-up authentication when exporting or printing

" option available in their orgs? 

I talked to Support and they say it should be available soon but could take up to 4 days, which would leave us 7 business days to test and understand end user effects and develop an effective communicaiton plan. This doesn't seem like good business practice on Salesforce's part. 

🎉 Big shoutout to our incredible Forum Ambassador, @Sushil Kumar for an awesome deep dive on "Add Custom Link to Lightning App Record Page"!📘 Check out the article here >> https://help.salesforce.com/s/articleView?id=005336072&type=1 

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