- From Reports, next to the report you want to export, click. | Export.
- Choose an Export View. …
- If exporting as Details Only, select Excel Format . …
- Click Export.
- If prompted by a browser dialog, select a location and save the file.
Table of Contents
How do I export reports?
Export a reportOpen the report you’d like to export. Analytics exports the report as it is currently displayed on your screen, so make sure that you’ve applied your desired date range and report settings.Click Export (across from the report title).Select one of the export formats: CSV. TSV. TSV for Excel. Excel (XLSX)
How do I export a Salesforce sheet?
You can copy data from Salesforce to a Google spreadsheet.Open a sheet in Google Sheets.At the top, click Extensions Data connector for Salesforce. Open.At the right, choose an option: … Type your source report, object, field or filter into the search bar. … Click Get data or Done.
How do I save a report from Salesforce to Excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How do I pull a report from Salesforce?
Follow these steps to extract your Salesforce reports.Step 1: Create and Export the Accounts Report.Step 2: Create and Export the Users Report.Step 3: Create and Export the Account Teams Report.
How do I export and import data from Salesforce?
3 Common ways to export and import Salesforce dataStep 1: Prepare your file for import. … Step 2: Launch the Salesforce Data Import Wizard. … Step 3: Map your import file data fields to Salesforce data fields. … Step 1: Navigate to the Data Export option on Salesforce. … Step 2: Choose the types of information to export.More items…
How do I automate export data in Salesforce?
Method 1: Automate Salesforce Data Export Using Salesforce Built-In Export FeatureClick on “Setup” enter “Data Export” in the “Quick Find” box, then select “Data Export” and “Export Now” or “Schedule Export”. … Select the intended encoding for your export file.More items…•
How do I export a report to Excel?
How to Export a Report to Microsoft ExcelFrom the Navigator menu, select Reports and Analytics. … From the Contents pane, navigate to the analysis that you want to export.Click the analysis and select View.Once the analysis is displayed, click the Export link and select Excel.More items…
How do I export to Excel?
Choose File > Export > Save Project as File, and under Other File Types, double-click Microsoft Excel Workbook. (In Project 2010, choose File > Save As, and next to Save as type, choose Excel Workbook.)
How do I export a view in Salesforce?
Search data you need or simply open your saved list view. From the search results page select Export to Excel* from the top right. From here you can choose what kind of data will be exported (selected records, all records in the current view, or all records matching the search criteria) Export when done.
How do I share a report in Salesforce?
Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I create a summary report in Salesforce?
How to Create a Summary Report in SalesforceCustomize any tabular report to make it into a summary report.Click the arrow to the right of the column you want to group by.Select Group by this Field. Salesforce groups the records in the report.Repeat Steps 1-3 to group by additional fields, if desired.
What format are exports reported in?
After you run your report, you can export the results to different formats. You can export tabular reports to spreadsheets, IBM® Rational® Publishing Engine, Microsoft® Word, PDF, and HTML files. You can also export graphs to image files or documents.