Quick summary
Exporting a Salesforce report to Excel lets you analyze CRM data outside the platform using familiar spreadsheet tools. This guide walks you through every click needed to download a report as an .xlsx file directly from Salesforce Lightning.
Steps
- Navigate to Reports in the top menu bar.
- Select the report you want to export from the reports list.
- Click the down arrow next to the Edit button in the top right corner of the report.
- Choose Export from the dropdown menu.
- Confirm the export format is set to .xlsx (Excel file).
- Click the Export button to download the report.
