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Salesforce Reporting and Dashboards by Johan Yu

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Exporting a report

Once a report is generated in Salesforce, if you have the Export Reports permission, you will be able to export the report's details to an Excel file or CSV file. There are two ways to export reports:

  1. Navigate to the Reports tab.
  2. Open a report by clicking on the report name.
  3. Click on the Printable View button or Export Details button.
    Exporting a report

You can also directly export reports from the Reports tab. Click on the arrow before the report name and then select Export.

Exporting a report

Export and Export Details will produce the same file format. The user has the ...

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