Control the legal and compliance language on your exported reports using custom
disclaimers. Add a custom disclaimer after the standard Salesforce disclaimer to ensure compliance
with corporate policies, regulatory requirements, and international standards.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| User Permissions Needed |
| To export reports: |
Export Reports |
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In Setup, in the Quick Find box, enter Reports and select
Reports and Dashboards Settings.
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Select Use Custom Disclaimer on Exported Reports.
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In the text field, add the custom disclaimer after the standard Salesforce
disclaimer.
The standard Salesforce disclaimer appears first and can’t be removed.
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Click Save.
The custom disclaimer appears as a footer only in Formatted Report exports
(.xlsx).