Topic
What are the report formats supported by Nintex DocGen for Salesforce?
Supported by Nintex DocGen:
- Summary
- Tabular
Currently Unsupported by Nintex DocGen:
- Matrix
- Joined
Nintex Ideas: Create support for Salesforce Matrix Report Types
Nintex Documentation: Supported report formats.
Salesforce Documentation: Salesforce report formats.
Instructions
• Switch to Tabular:
Convert your Matrix or Joined report into a standard Salesforce Reports Tabular format.
• Use Relationships/Data Queries:
If you need complex groupings, filtering, or conditional logic that a simple tabular report cannot provide, replace the Salesforce report with Relationships or Data Queries.
• Utilize Excel as middleware/connected data:
Gather the data using the supported options below and use Connected Data/Excel as Middleware to manipulate the data into the desired format and evaluation.
• Upvote the Nintex Ideas request: Create support for Salesforce Matrix Report Types