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Exporting Data Using Reports
Exporting Data Using Reports
Updated over 9 months ago

To export data, use the reporting tools found in the Reports tab to produce the data set you wish to export to an external format - typically a CSV or XLS file for use in Excel or other spreadsheet software.

In this article, we'll create a simple report that will display all of your contacts, and then export it.

Note: Your account will need the "View All Data" permission to view all Contact records as well as the "Export Reports" permission.

  1. Click the Reports tab, then click New Report. Select Contacts from the list of report types, and click Continue.

  2. In the "Show me" field under the Filters section, select All Contacts. Set the birth date filter range to "All Time". Click the "Refresh" link above the report Preview to update your view.


  3. Add any fields you'd like to include from the Outline section in Columns (First Name, Last Name, Email). Click the "Refresh" link to see your changes to the preview.

  4. Click Run to produce the full report itself. Then, click Export from the drop-down menu. Select your export format, then click Export. Your export will now be downloaded to your computer.


5. Select your export format, then click Export. Your export will now be downloaded to your computer.

  • Formatted Report: Export the report as it appears in Salesforce, including the report header, groupings, and filter details; OR

  • Details Only: Export only the detail rows. Use this to do further calculations or for uploading to other systems.

6. Once the export is processed, it will appear in your browser's download bar at the bottom. Simply click on it to access the file.

Note: This report will only display the first 2,000 Contacts in your database. If there are more than 2,000 Contact records, they will appear in the exported document.

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