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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.


  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”.

  1. On the Export screen, choose between the Formatted Report or the Details Only option.
    • Formatted Report – Export the report, including the report header, groupings, and filter settings.
    • Details Only – Export only the detail rows. Use this to do further calculations or for uploading to other systems.

  1. Select the “Export” button which will download the report.

Example of a Formatted Report:

Example of a Details Only Report: