Known Limitations for Tableau® Workbook Export

Some reports cannot be exported as Tableau® workbooks, including:

• All financial statement reports, including both standard and custom financial statements.

• Reports with a running balance column, such as the General Ledger report.

• Forecast, Sales, and Sales Orders by team reports.

• Reports with alternate date ranges.

• Reports with summary types set to Average.

• The Employee Change History report.

• 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.

General Notices