How to Export Salesforce Report to Excel

There are various reasons to export Salesforce report to Excel, such as access to reports without an internet connection, studying and exploring data in new ways, easily sharing reports with others, and moving report data from Salesforce to other systems.

In this Salesforce tutorial, I will explain how to export data from Salesforce into Excel.

Export Salesforce Report to Excel

You can create reports from the data of the various objects either standard or custom. After creating a report, later on, you can download the salesforce report to Excel and perform various tasks such as modifications, sharing, etc.

How to Export Salesforce Report to Excel

Below are the steps to export the report into Excel format into Salesforce.

Step-1: First, log in to your Salesforce account and open the “Home Setup” page by clicking on the “Gear icon” (⚙️) -> “Setup” option.

Step-2: Next, click on the “App Launcher” icon and search for “Reports” and click on it to open it.

export salesforce report to excel

Step-3: Select the report that you want to export. You can select any report based on the categories from the left menu.

download salesforce report to excel
Selecting Reports in Salesforce Lightning

Step-4: After this, click on the “Drop-Down” icon (⬇️) given next to a report and then click on the “Export” option.

salesforce export to excel

Step-5: Once we click on the “Export” option, the “Export page” opens. On the Export page, there are two options for exporting the report.

  • Formatted Report: It includes the report header, grouping, and filter information and is saved as a .xlsx file.
  • Details Only: This option exports each row of data without any formatting, which can be useful for performing calculations in a spreadsheet later on.
how to export salesforce report to excel
Selecting export view in Salesforce Lightning

Note: Please note that we can select the type of encoding if we choose Formatted Report. However, if we want to select encoding, we can choose the Details Only option.

Step-6: Once we select the required Excel format with encoding, we just need to click on the Export button, and it will automatically download the Excel file.

how to export data from salesforce into excel

So, with this, we have successfully exported the report to an Excel file in xlsx format in the Salesforce Lightning edition.

See also  How to Create Matrix Report in Salesforce

How to Export Data From Salesforce into Excel

In this section, we will discuss the steps required to export the Salesforce report to Excel in the Salesforce Classic edition.

1: First, log in to your Salesforce account and open the Home Setup page by clicking on the Home tab given in the navigation bar.

2: Next, click on the plus (➕) icon, and from the list of objects, click on Reports. This will open the Reports page in the Salesforce Lightning edition.

how to export from salesforce to excel

3: Next, from the reports page, click on the “Drop-down” icon (⬇️) corresponding to a report under the “Action” column. And then click on the “Export” option.

salesforce excel export

4: The above step will open the export page where we need to select the required encoding and file format as “Excel Format .xls“.

5: Once we have selected the required format and encoding, we just need to click on the Export button and it will start downloading the report in the excel format.

salesforce report to excel

So, with this, we have successfully exported the Salesforce report to an Excel file in xls format in the Salesforce Classic edition.

Conclusion

In this Salesforce tutorial, we learned how to export a report to Excel in Salesforce Lightning and Salesforce Classic editions.

You may also like to read: