Quick summary
Exporting a report from Salesforce takes just a few clicks using the App Launcher and the Export button inside the Reports module. This step-by-step walkthrough shows exactly where to navigate and which settings to confirm before downloading your data.
Steps
- Click the App Launcher icon at the top of the Salesforce dashboard.
- Scroll down in the App Launcher and select Reports.
- Choose and open a report from the Reports list.
- Click the dropdown button beside the Edit button inside the open report.
- Select Export from the dropdown menu.
- Configure your export settings, then click Export to download the report.
