Export Salesforce Reports to Excel : Shubham

November 04, 2025 November 04, 2025

Export Salesforce Reports to Excel
by: Shubham
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**Summary: How to Export Salesforce Reports to Excel** In a Salesforce environment, a sales manager wanted to review the monthly performance of their team using reports. To facilitate this, the Salesforce admin created a report and then exported it to Excel format. This allowed the manager to apply filters, analyze the data, and share it with users who do not have access to Salesforce. **Steps to Export Salesforce Reports to Excel:** 1. **Create a Report:** - Go to App Launcher and search for "Reports." - Click on "New Report" to start creating a report. - Remove default filters to view records, select the desired object (e.g., Lead), and click "Start Report." 2. **Run the Report:** - After creating the report, click "Run" to view the data. 3. **Export the Report:** - Click the dropdown arrow next to the "Edit" button and select "Export." - Choose between "Formatted Report" (with headers and formatting) or "Details Only” (raw data without formatting). - For "Details Only," you can also select file encoding (UTF-8 or ISO-8859-1) to ensure special characters are displayed correctly. - Finally, click "Export" to download the report in Excel (.xlsx) format. Exporting reports allows users to analyze data outside of Salesforce and share it easily with others. **Conclusion:** This process of exporting Salesforce reports to Excel is essential for sharing data with non-Salesforce users and for further analysis. It enhances data accessibility and management. **Additional Context:** Understanding how to export reports not only aids in collaboration but also serves as a backup for important data. This process can be beneficial for sales teams, managers, and analysts who need to derive insights from sales data. **Hashtags for SEO:** #Salesforce #ExcelExport #SalesReports #DataAnalysis #SalesPerformance #SalesforceAdmin #CRM #BusinessIntelligence #SalesData #ExcelTips

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.

Export Leads Record Using Reports in Salesforce

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.

Export Lead Records Using Salesforce Report

After creating the report, save it, and then it will get stored in the report folder that you created. After navigating to the report, click the dropdown arrow next to the report you want to export to Excel.

When we click on Export, a new window will appear with two options: Formatted Report and Details Only, allowing us to export the report.

If we select the Formatted Report option, the report will be exported with the header, grouping, and filter settings and will be saved as a .xlsx file.

Then the Details Only option exports each row of data without any formatting, which can be useful for performing calculations in a spreadsheet later on.

This option will export the report in Excel (.xlsx) format only. In the last step, click on the Export button to get a lead’s details in an Excel file.

Export Salesforce Leads in a excel file in Lightning

If you select the Details Only view while exporting a report, Salesforce also provides an option to choose the file encoding, such as UTF-8 or ISO-8859-1.

Encoding determines how characters are stored in the file. For example, if your report contains special characters, such as accented letters (é, ñ), currency symbols (₹, $), or non-English text, the correct encoding ensures that these characters display correctly in Excel.

How to Export Salesforce Report to Excel

You can view the exported Lead records in the Excel/CSV file, which includes all the fields you specified in the report.

How to Export Lead Records From Salesforce

In this way, we can export leads from Salesforce to the external system.

Conclusion

I hope you now have a clear idea of how to export Salesforce reports to Excel or CSV format. Exporting helps you share data with non-Salesforce users, use it for analysis, or keep it as a backup. This way, Salesforce data can be easily managed and utilized outside the system.

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Export Salesforce Reports to Excel : Shubham

Export Salesforce Reports to Excel

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