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Salesforce is an enterprise CRM for sales, marketing, and customer success teams.
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How to export a Salesforce report to Excel

Here is how to export a salesforce report to excel

  1. First click on the "Reports" dropdown in the top navigation menu
  2. Select the report you want to export
  3. In the report view, click on the "Edit" dropdown button in the top-right corner
  4. Select "Export" from the dropdown menu
  5. Make sure the export format is selected as ".xlsx" file
  6. Finally click the "Export" button in the Export dialog window

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Why should you export a Salesforce report to Excel

Salesforce is a powerful platform designed to streamline customer relationship management and optimize business processes.

Exporting a Salesforce report to Excel is a vital feature that enhances data analysis by enabling users to access their reports in a familiar spreadsheet format.

This functionality allows for easier manipulation, customized views, and detailed data analysis.

By exporting reports, teams can leverage Excel’s robust features, facilitating more informed decision-making and enhancing overall productivity.

Last update
February 24, 2026
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