General 

• Duplicating a report is not supported when it displays data from 150 fields or more in each record.

• For displaying subform data in a report you can use up to 20 fields as ‘display fields’.

• Displaying multi-select/checkbox and subform fields in pivot tables and pivot charts is not supported.

• When the Execute scripts option is enabled while importing data to a report, then only the On Validation and On Submission workflows will be executed.

• This option is only applicable for the Create, Edit, and Create/Edit form events.

• The workflows will be executed only for the first 300 records imported into the report.

• Only 1000 records can be bulk-selected for performing operations like edit, duplicate, delete actions in reports' live mode.

• Custom sorting and custom grouping supports only 50 distinct values for custom sort order.

• A maximum of two fields can be configured for custom sort or custom group per report.

• The report created for an integration form is a list report by default. Neither can the report type be changed nor can a new report be created as a component for the integration form.

• A report will not load when a subform/multi-select lookup configured in quick view has more than 2500 value/records mapped for a record.

• Smart suggestions and refine options will not be available for import data which is more than 20 MB.

  
  

Grouping / Sorting records 

• Sorting based on a user's field will not be applied when the distinct number of users (selected in the records displayed by that report) exceeds 500.

• Grouping and sorting of records are not supported when they are based on a  Multi-select ,Checkbox fields, Multi-select Lookup field or a SubForm field. If grouping/sorting using any of these fields is configured:

• For accounts using the new UI: This grouping/sorting will not be applied when the report is accessed in live

• For other accounts: This grouping/sorting may be applied inaccurately when the report is accessed  
    

Custom Actions

• Custom actions cannot be added to other card layouts.

• It is not possible to change the width of the columns displaying custom actions

• The openURL task will not be executed if a user-defined function is invoked from a custom action that is placed in the View header and type is set as execute action for each record. This is because a custom action placed in the view header can be invoked on all or specific records in a view. Hence, if a custom action that executes the openURL task is invoked on all or many number of records in a view, it will open a corresponding number of browser windows. A user who invokes this custom action may sometimes not be aware of the actual reason for this behavior. 

Grid Report           

A grid report will be displayed as a list report if:

• Any Deluge script has been added to the On Edit > On Load workflow block of the form it is based on, or the On User Input workflow block of any field (in that form)

• The form it is based on contains a lookup field that has the 'Set Filter' configured.

Spreadsheet Report           

• While accessing spreadsheet reports:

• You cannot edit rich text fields

• You cannot print or duplicate records

• You cannot add new records to the related form from the lookup field

• Conditional formatting will not be applied to the drop down, radio, multi-select, date, time, date-time, checkbox, lookup, users, and integration fields (like Zoho CRM fields)

• A spreadsheet report will be displayed as a list report if:

• Any Deluge script has been added to the On Edit > On Load workflow block of the form it is based on, or the On User Input workflow block of any field (in that form)

• The form it is based on a lookup field that has the 'Set Filter' configured

• Open URL tasks in the On Edit > On Validate and On Edit > On Success workflow blocks won't be executed.
  
  

Searching for data and records  

Data

• In a report that contains a subform field, you can only search for data in the first field of the subform in the view column. The display order can be changed to search using a different field.

• If the subform has a look up field with advanced search options or drop-down fields, searching using that subform field is not supported.

• The lookup field supports search using autocomplete. However, the value you enter in a lookup field is searched in each of its display fields. Subsequently, searching a lookup field with a composite value - a value that is made of the values from the display fields and the field separator, is not supported.
  For example, the following image shows searching a lookup field named Select an employee with "ken". Two values, "Julissa Kent" and "Kenny Joyce," appear. However, if you search this field with "Julissa Kent", no record will appear since "Julissa Kent" is neither a first name or a last name; it is a composite value.
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• Using the search option in multi-line field is very inefficient and needs to be avoided to eliminate performance issues.

• If a report has more than 10,000 records and has a multi-select field, then the following options will not be available in Search by Criteria:

• Is

• Is Not

• Is Empty

• Is Not Empty

Records          

• For accounts created after the second quarter of 2016, searching a report using a multi-select field (a multi select / checkbox field, or a multi-select lookup field, or a SubForm field) that is present in a related form (related via a multi-select lookup or a SubForm field), is not applicable.

• When the record count in a report is more than 10,000, the AND search  for Multi Select / Checkbox fields (as mentioned in this section) will not be available when specifying the search criteria.

• For Reports filtered using the AND search, the Save Changes option (as mentioned here) will not be available. 

Editing records in bulk           

• When you edit multiple records in one go, only the Deluge script present in the On Update block of the respective fields will be executed. However, Deluge scripts present in the OnEdit > OnValidate and OnEdit > OnSuccess blocks will not be executed.

• When you edit multiple records in one go, lookup fields that have a filter set based on another field won't be listed in the Bulk Edit Menu. 

Exporting 

• In HTML file export, media fields(image or video) will not be exported. You will be limited to export 50k records.

• When exporting a report as an XLSX file, the size of the file will be 150 MB for existing users using XLS file and 70 MB for new users of XLSX.

• There’s a 12 MB limit on exporting records in a report as a PDF in the following scenarios:

• When the report is exported as PDF and the rendering time exceeds five mins, the export will fail. A 0 MB sized file will be downloaded instead.

• When send mail task includes a report as a PDF attachment and the rendering time exceeds five mins, the email will contain a 0 MB sized PDF attachment instead.

• As per the limitations on exporting as a PDF file, you can export up to 50000 records.

Printing records           

You can print up to 50,000 records.