In this video, we will be showing you how to easily export a report in Salesforce.
This video is part of our Salesforce learning center. Find more like it here.
Exporting a Report to Excel in 3 Easy Steps
Exporting a report to Excel is necessary when you want to backup the data from the reports that you’ve generated. With reports piling up in your Salesforce account, it’s crucial to export it to Excel so you don’t lose all of the work your team has done for these reports.
Exporting the reports to excel is simple and is done in these simple steps…
- From the Sales Console homepage using the Salesforce Lightning Experience, select Reports from the dropdown menu.
- Then, navigate to the down arrow on the right side of your screen on the report that you wish to export, then select Export.
- Finally, select the export view that you desire, and select Export.
Your report will then be downloaded into an Excel spreadsheet onto your computer that you can print, edit, or just use as a backup file for Salesforce.
Exporting your Salesforce reports to Excel should be an effortless process, and these step-by-step instructions will help you fly through the process.
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