Known Limitations for Tableau® Workbook Export
Some reports cannot be exported as Tableau® workbooks, including:
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All financial statement reports, including both standard and custom financial statements.
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Reports with a running balance column, such as the General Ledger report.
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Forecast, Sales, and Sales Orders by team reports.
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Reports with alternate date ranges.
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Reports with summary types set to Average.
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The Employee Change History report.
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The Trial Balance report, if its View is set to Credit/Debit.
Additionally, if your exported report includes sorting on some columns, those settings might be lost when you open the report in Tableau® Desktop software.