How to Export a Report in Salesforce

In this salesforce tutorial, we will discuss, how to export a report in salesforce. I will also show you, how to export a report in salesforce to Excel in salesforce.

Recently, I was working in Salesforce, where we got a requirement to export a report in Salesforce. So, in this blog, I will also explain, how to export a report in Salesforce.

  • How to export a report in Salesforce
  • How to export a report in Salesforce Lightning
  • How to export a report in Salesforce Classic
  • How to export a report in Salesforce to Excel
  • How to export a report in Salesforce to CSV

How to export a report in Salesforce

Salesforce provides the most helpful feature as export. From this, we can export a report, either manually or automatically. The report is exported as a set of Comma Separated values(CSV).

The report export tool gives an available way to a copy of our Salesforce report either for a backup.

We can export our report in two ways:

  • Formatted Reports
  • Details Only

Formatted Report: Formatted report exports the report with the report header, grouping, and filter details. The supported formatted export file type is .xlsx.

Details only: Exports each detail row without formatting and is helpful for doing future calculations in a spreadsheet.

Now, let’s move ahead and see how to export a report in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

Read How to Export Leads in Salesforce

How to export a report in Salesforce Lightning

Here we are exporting a report in salesforce lightning. So, if you want to learn how to export a report in salesforce lightning follow these steps:

Step-1: Click on the App Launcher, and enter the Sales in the search box. Select the search option. After selecting the sales option, the sales page is open.

On the Sales page, there is a report object that is placed on the nav bar click on the report.

How to export a report in Salesforce
How to export a report in Salesforce

Step-2: After clicking on the reports, the reports page is open. There are lots of reports. Click on one of the reports that you want to export. Here we are exporting copy of sample flow reports.

How to export a report in salesforce lightning
How to export a report in salesforce lightning

Step-3: Click on the drop-down button of a copy of the same flow, the drop-down list is open select the export option.

Export a report in salesforce
Click on export

Step-4: After clicking on the export option, the export view page is open. There is two option for exporting the report one is a formatted report and one is details only. We are clicking on the formatted report and choose the format as .xlsx and then click on the export button.

Export a report in salesforce lightning
Click on export

Step-5: After clicking on the export button, you can see that the report is exported in the form of a .xlsx file.

Salesforce export a report
Report is exported

This is how we understand how to export a report in Salesforce lightning. Further, we will learn how to export a report in salesforce classic.

See also  How to Create Scatter Chart Dashboard Component in Salesforce

Read How to Enable Activity Timeline in Salesforce

How to export a report in Salesforce Classic

Here we are exporting a report in salesforce classic. So, if you want to learn how to export a report in salesforce classic follow these steps:

Step-1: Go to setup after that click on the reports object, that is present in the nav bar.

How to export a report in salesforce classic
How to export a report in salesforce classic

Step-2:After clicking on the reports, the reports page is open. There are lots of reports. Click on one of the reports that you want to export. Here we are exporting Report on USA duplicate records.

Export a report in salesforce classic
click on Report on USA duplicate

Step-3: Click on the drop-down button of a report on USA duplicate records, the drop-down list is open select the export option.

Salesforce Classic export a report
click on export

Step-4: After clicking on the export option, the export view page is open. We are selecting the export file encoding and also selecting the format as .xls and then clicking on the export button.

Salesforce classic export the report
Click on the export button

Step-5: After clicking on the export button, you can see that the report is exported in the form of a .xls file.

Export the report in salesforce classic
Report is exported

So, with this, we understand how to export a report in Salesforce Classic. Further, we will learn how to export a report in salesforce to Excel.

Read How to Hide Tabs for Users in Salesforce

How to export a report in Salesforce to Excel

Here we are exporting a report in salesforce to Excel. So, if you want to learn how to export a report in salesforce to Excel follow these steps:

Step-1: Click on the App Launcher, and enter the Sales in the search box. Select the search option. After selecting the sales option, the sales page is open.

See also  How to Filter Blank Values in Salesforce Report

On the Sales page, there is a report object that is placed on the nav bar click on the report.

How to export a report in salesforce to excel
How to export a report in salesforce to excel

Step-2: After clicking on the reports, the reports page is open. There are lots of reports. Click on one of the reports that you want to export. Here we are exporting a custom report on duplicate records.

How to export a report in salesforce lightning to excel
How to export a report in salesforce lightning to excel

Step-3: Click on the drop-down button of a custom report on duplicate records, the drop-down list is open select the export option.

Export a report in salesforce to excel
Click on the export option

Step-4: After clicking on the export option, the export view page is open. There is two option for exporting the report one is a formatted report and one is details only. We are clicking on the formatted report and choose the format as .xlsx.

Export a report in salesforce lightning to excel
Select the excel format

Step-5: After clicking on the .xlsx format then click on the export button that is present beside the cancel button.

Salesforce export a report to excel
Click on the export

Step-6: After clicking on the export button, you can see that the report is exported in the form of a .xlsx file.

Salesforce lightning export a report to excel
Report is exported

So, with this, we understand How to export a report in Salesforce to Excel.

Read How to Create a Junction Object in Salesforce

How to export a report in Salesforce to CSV

Here we are exporting a report in salesforce to CSV. So, if you want to learn how to export a report in salesforce to CSV follow these steps:

Step-1: Click on the App Launcher, and enter the Sales in the search box. Select the search option. After selecting the sales option, the sales page is open.

On the Sales page, there is a report object that is placed on the nav bar click on the report.

How to export a report in salesforce to CSV
How to export a report in salesforce to CSV

Step-2: After clicking on the reports, the reports page is open. There are lots of reports. Click on one of the reports that you want to export. Here we are exporting the USA report on duplicate records.

How to export a report in salesforce lightning to CSV
How to export a report in salesforce lightning to CSV

Step-3: Click on the drop-down button of a USA report on duplicate records, the drop-down list is open select the export option.

Export a report in salesforce to CSV
Click on the export option

Step-4: After clicking on the export option, the export view page is open. There is two option for exporting the report one is a formatted report and one is details only. We are clicking on the formatted report and choose the format as .csv.

Salesforce export a report to CSV
Select CSV format

Step-5: After clicking on the .csv format then click on the export button that is present beside the cancel button.

Salesforce lightning export a report to CSV
Click on the export

Step-6: After clicking on the export button, you can see that the report is exported in the form of a .csv file.

Salesforce export the report to CSV
Report is exporting

In this way, we have learned how to export a report in salesforce to CSV.

See also  How to Create Report on Blank Values in Salesforce

Conclusion

In this tutorial, we have learned how to export a report in salesforce, and also we have covered how to export a report in salesforce to Excel. This can be performed on both salesforce lightning and salesforce classic.

  • How to export a report in Salesforce
  • How to export a report in Salesforce Lightning
  • How to export a report in Salesforce Classic
  • How to export a report in Salesforce to Excel
  • How to export a report in Salesforce to CSV

You may like the following salesforce tutorials: