Quick summary
To download a Salesforce report to Excel, navigate to the Reports section via the App Launcher, open the report's dropdown menu, and use the Export option to save it in Excel format with the Details Only view.
Steps
- Click the App Launcher icon at the top of the dashboard.
- Scroll down in the App Launcher and select Reports.
- Choose a report from the list, then open the dropdown menu on the right side of that report.
- Click Export from the dropdown options.
- Select Details Only as the Export View and choose Excel as the file format.
- Click Export to download the report as an Excel file.
