While working as a Salesforce admin in a company that uses Salesforce to manage its business, our sales manager wants to review the monthly sales performance of their team.
To achieve this, I created a report in Salesforce that displays the sales team’s performance. Now the manager wants to analyze the report by applying filters and also wants to send the report to users who don’t have Salesforce access.
To meet this requirement, I exported the Salesforce report into Excel format so that the manager could easily analyze the data, apply filters, create pivot tables, and share it with non-Salesforce users.
In this article, I will explain how to export Salesforce reports to Excel so the data can be shared and analyzed outside of Salesforce by users or for further analysis.
Export Salesforce Reports to Excel
Now, let’s understand how to export records by creating a report in Salesforce and then exporting it into Excel/CSV format.
You can create reports from the data of either the standard or the custom object. After creating a report, you can later download the Salesforce report to Excel and perform multiple tasks, such as modifications and sharing.
Click on App Launcher -> Search “Reports” -> Click on Reports. Then click the New Report button to create a report.
Currently, no records are displayed due to the default filters. To see the records, you need to remove these default filters.
Then, under the Category, click the All option. Then, select or search for the Object that you want to create a report for, or search for that object.
Here, I have selected the Lead object. Then click on the Start Report button.
To execute the report, you need to run it in Salesforce. Below are the steps to run the report in Salesforce. Click on Run to run the report in Salesforce.
Then, click the dropdown arrow next to the Edit button on the report and select the Export option.
OR
After creating the report, save it, and then it will get stored in