How to Export Salesforce Report to Excel

Visibility is important for sales leaders to effectively inspect deals, coach reps, forecast, and restore resources so that they can best manage their team’s pipeline. Salesforce Excel reports play a crucial role in offering sales leaders the ability to keep tabs on performance and the overall health of a sales pipeline successfully.

Moreover, there is a great way to understand what’s changed in specific deals and to prioritise your attention than by utilising a spreadsheet.

In this article, you will get to know what a salesforce report is, what a Salesforce excel report is and why it is necessary, how to export a salesforce report to export, and a better way to visualise and inspect sales data.

What is a Salesforce Report and Why are they necessary for the sales team?

Salesforce report is a tool that helps people classify and display their data in a way that’s easy to understand. With the use of charts, graphs, and other visualisations, it allows sales leaders to better understand the health of their sales pipeline so that they can more specifically predict future revenue and spot red flags for recent deals at risk.

Salesforce reports are important for sales leaders to recognise their team’s performance, progress, and sales trends, and be driven in closing and predicting revenue. The sales report helps sales leaders understand their team’s activities, sales pipelines, and customer interactions, eventually enhancing their ability to manage and drive sales efficiently.

How to export Salesforce Report to Excel?

There is a 6-step guide that you need to follow, steps are as follows:

• Navigate to the Report - Log into your Salesforce account and visit the “reports” tab and open the report you desire to export.
• Run the Salesforce Report - Ensure the report is up to date by running it safely. You need to click on the “Run Report” or the same option, depending on your salesforce configuration.
• Export the Salesforce Excel Report - To export the salesforce excel report you need to select and click on the “Export” button, a download icon, or the same option located in the report view. To look for the salesforce export button you should go on the top of the page or in a dropdown menu. Further, choose the “Export” or the pertinent option to begin with the export process.
• Choose Export Format - For choosing an export format you should go to the dialog box that should appear, asking you to choose the format for the export. Select the “Excel” or “Excel (.xlsx)” button from the list of available formats to go further. Moreover, you might choose the options like “Formatted report” or “Details Only”. In case you’re given the choice and you are required to do further analysis on the data, choosing “Details Only” might be more advantageous as it offers you raw data without incorporating cells or visual formatting.
• Download Salesforce Report - After choosing the format, you need to confirm your choice and be prepared to download the file. Further, you might see a prompt to save the file to your computer or to download it. You might start it automatically, depending on your browser settings.

Pick an objective on your screen to save the document whenever created. When the document is downloaded, you want to find the record in your downloads envelope or any place you decide to save it. Further, you can open the document with Microsoft Succeed or a versatile bookkeeping sheet program.

How to sustain the formatting of my Salesforce report while exporting to Excel?

While exporting reports from Salesforce to Excel, users usually want to maintain the visual formatting and layout of the salesforce report successfully. To do so, you should select the “Formatted Report” option if it’s available during the export process. This option is usually designed to sustain the look and feel of the report as much as possible, including colours, grouping, and summary formats. 

It’s important to note that not all formatting may move efficiently due to the differences in how Salesforce and Excel handle formatting.

Summary

To export a sales report to Excel in Salesforce, click on the down arrow present on the sales comfort homepage. Then, navigate to the reports tab and click the down arrow next to the report you want to export and click “export.” choose the format you desire and select “Export.”

Exporting your Salesforce reports to excel should be easy, and these step-by-step instructions will help you go through the full process thoroughly.