Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

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.

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

Export and Export Details will produce the same file format. The user has the option to save the file in Excel or CSV format, while Printable View always returns the file in Excel format.

The file generated from Export Details will be in the raw format, while Printable View will maintain the report format in the Excel file, including:

  • Report name

  • Report generator and timestamp

  • Report filter

  • Sorting

  • Grouping and field count

  • Fields summary