How To Export Salesforce Report To Excel
- Log in to Salesforce: Access your Salesforce account with your credentials.
- Navigate to Reports: Click on the "Reports" tab in the main menu.
- Select Your Report: Find and click on the report you want to export.
- Click on Export: Look for the "Export" button, usually at the top right corner.
- Choose Export Format: Select "Excel" as your desired format.
- Set Export Options: Choose the report format (Formatted or Details) as needed.
- Click on Export: Hit the "Export" button to start the download.
- Open the File: Locate the downloaded Excel file on your computer and open it.
