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.
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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.
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.
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.
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.
Step-5: After clicking on the export button, you can see that the report is exported in the form of a .xlsx file.
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.
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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.
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.
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.
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.
Step-5: After clicking on the export button, you can see that the report is exported in the form of a .xls file.
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.
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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.
On the Sales page, there is a report object that is placed on the nav bar click on the report.
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.
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.
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.
Step-5: After clicking on the .xlsx format then click on the export button that is present beside the cancel button.
Step-6: After clicking on the export button, you can see that the report is exported in the form of a .xlsx file.
So, with this, we understand How to export a report in Salesforce to Excel.
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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.
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.
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.
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.
Step-5: After clicking on the .csv format then click on the export button that is present beside the cancel button.
Step-6: After clicking on the export button, you can see that the report is exported in the form of a .csv file.
In this way, we have learned how to export a report in salesforce to CSV.
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
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.