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Salesforce Summer’26 Release Notes | Reports and Dashboards

Antonis Melakis by Antonis Melakis
July 19, 2026
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4. Secure Excel Exports by Disabling Formulas

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Protect your data and reduce security risks when exporting reports as Excel files. Add a straight apostrophe (‘) before field values that start with characters such as equals (=), plus (+), minus (-), etc., to prevent spreadsheet programs from misinterpreting these cell values as formulas. This protects from potential data manipulation or unintended code execution. Previously, this feature was supported only for CSV exports.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions.

How: From Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings. Select Disable Formulas in Exported Reports. In the text box, along with the default characters, you can enter additional characters to detect at the start of field values using commas to separate them

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Tags: AnalyticsLightning Reports and Dashboards
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