How to export report to excel in Salesforce

In this Salesforce tutorial, we will discuss how to export reports to excel in both Salesforce Lightning and Salesforce Classic editions.

Recently, I got a requirement where I need to share the report with multiple users. So, I need to find a common way to share the report with others. However, one common way to share the report is by using excel.

So, in this tutorial, we will understand how to export report to excel in Salesforce. Here is the list of topics that we will cover.

• Need to export report to excel in Salesforce
• Export report to excel in Salesforce Lightning
• Export report to excel in Salesforce Classic

Need to export report to excel in Salesforce

Let us first understand the need to export report to excel in Salesforce. Basically, there are multiple reasons due to why we might need to export the Salesforce report to excel.

These reasons and benefits are listed below.

Offline Access: Users can access the data without an internet connection by exporting a Salesforce report to Excel. This will be handy when a user need to work with the data while they are away from the office or in places with poor connectivity.

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Manipulating Data: Excel offers a robust range of tools for manipulating data, including filtering, sorting, and pivot tables. So, users can use these tools to study and explore data in new ways by exporting Salesforce data to Excel.

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Collaboration with others: The spreadsheet in Excel allows us to easily share with others, enabling several users to work together on the data. This is valuable for the teams that need to collaborate on data analysis or reporting.

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Data migration: Excel is a tool that users can utilize to move data from Salesforce to other systems or vice versa.

Read How to Export a Report in Salesforce

Export report to excel in Salesforce Lightning

Here we will discuss the steps using which we can export the report to excel in Salesforce Lightning. The steps are listed below:

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 in Salesforce Lightning. This will open the recent reports page by default.

Note: Please note that we can select any report based on the categories from the left menu.

Step-3: After this, click on the drop-down icon (⬇️) given next to a report and then click on the Export option.

Step-4: Once we click on the Export option, it will open the Export page. On the Export page, there is two option 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.

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-5: 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.

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

Export report to excel in Salesforce Classic

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

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

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.

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

Conclusion

So, in this Salesforce tutorial, we understood how to export a report to excel in Salesforce Lightning and Salesforce Classic edition. Moreover, we have also discussed an example related to both editions step by step.

Here is the list of topics that we covered in this tutorial.

• Need to export report to excel in Salesforce
• Export report to excel in Salesforce Lightning
• Export report to excel in Salesforce Classic

You may also like to read the following Salesforce tutorials.

• How to Create Report on Duplicate Records in Salesforce
• How to Share a Report in Salesforce
• How to run reports on Salesforce