How to Export Reports to Excel

Salesforce provides the option to export Reports as a CSV or XLS file within the Reports Object. Below are the steps on how to export the report to Excel.

Steps: 

1. In AIM, navigate to the Reports Object and select the report you want to export.
2. Click on the drop-down arrow in the upper right corner and select “Export”
   
   
3. On the Export screen, choose between the Formatted Report or the Details Only option.
   1. 1. Formatted Report – Export the report, including the report header, groupings, and filter settings.
      2. Details Only – Export only the detail rows. Use this to do further calculations or for uploading to other systems.
         
4. Select the “Export” button which will download the report.

Sample of a Formatted Report:

Sample of a Details Only Report: