How to Export a Salesforce Report to Excel (2 Methods)
Running reports is a tiresome, repetitive task. Pulling data, formatting it, and syncing everything in one single Excel file takes time. Even when the tools we use have their own reporting systems, formal reports are typically submitted in a different format.
Thankfully, if you work with Salesforce, there are easy ways to pull reports and sync data. While Salesforce has a built-in system for downloading reports, Unito can help amp up your process. Keep reading to learn more about how to export a Salesforce report to Excel, and how to create automatic syncs between both tools.
First method: export a Salesforce report to Excel manually
Knowing how to export a Salesforce report to Excel is simple, but before you get started you need to ensure you have the correct user permissions to do so. Check with your administrator and have them enable “Export Reports” for you.
Once your permissions are set, you can follow these simple steps to export Salesforce reports to Excel automatically:
Step 1: From the “Sales Console” page, click the drop-down icon and select “Reports.” On this page, you’ll see a list of all active and available reports. Each report will be listed as an individual line item.
Step 2: On the far-right side of each line, you’ll see another drop-down icon. Click on this icon for the report you want to export, and then select “Export.”
Here, you can pick between a Formatted Report or a Details Only Report:
- Formatted reports will include headers, groupings, and filter settings, and can only be exported as .xlsx files.
- Details only reports will have no formatting and can be exported as .xls, .xlsx, or .csv files. This is helpful if you plan on manipulating data later in Excel using custom formulas, or want to use the data to create charts, graphs, or pivot tables.
Step 3: Once you select the type of report you want, click the blue “Export” button in the bottom right-hand corner.
There you go — in three simple steps you can export reports from Salesforce to Excel automatically!
Limitations of this method
While exporting reports from Salesforce to Excel is simple, there are some limitations to this built-in method.
- It’s a manual task: This method requires someone to manually export the reports from Salesforce every single time. This will eat up a lot of precious time and resources for that person.
- Data may be out of date: After exporting a Salesforce report to Excel, the data stays as-is. Since it’s being exported manually, it won’t update, and you won’t be able to tell if you have the most recent information. If you’ve spent all week putting together a report and then need to make a last-minute change, you’ll need to do another manual update to get the latest data. There’s no automation with this method, which can be inconvenient.
- Human error: Every manual task runs the risk of human error. You might export the wrong report and then have to start over, or accidentally format the data incorrectly once it’s in Excel.
- Security: Data recorded in Salesforce is secure, but exporting this information in a report to Excel loses that protection. You’ll need to ensure any sensitive information is kept secure.
Second method: export a Salesforce report to Excel automatically with Unito
While Salesforce offers its built-in method mentioned above, Unito boasts powerful integrations that will keep everything updated with real-time, 2-way synchronization your whole team will love.
All you need to do to get started is set up a new workflow in Unito. Here’s how:
Step 1: Sign in to your Unito account (or sign up if you don’t have one yet!).
Step 2: On the dashboard click + Create flow and then select the blue “Start here” button.
Step 3: Select what tool you want to work with – for this example, click the blue Add a tool to this flow button and search for Salesforce, then click on it.
Step 4: Pick what tool you want to sync Salesforce with (Excel). Now you can also specify what types of work and specific work items you want to set up and sync (tickets, tasks, projects, spreadsheets, etc.).
When you’re setting up your workflow, you can also pick a 1-way flow (syncing data from Salesforce to Excel only) or 2-way flow (Salesforce to Excel, and Excel back to Salesforce) depending on your needs.
There are also more advanced options for custom rules and individual fields that can be synced, as well as field mappings and additional customizations.
Step 5: Once everything is selected, click on the blue Confirm button in the bottom right-hand corner.
Setting up a new workflow is straightforward and simple – anyone can do it! Unito also offers support if you run into any issues.
Why Unito is the best solution
Over 50,000 users across the globe have chosen Unito to help them keep work synced between teams. Here are some of the reasons why people love it:
- Automatic updates: Say goodbye to manually pulling reports and synchronizing data – Unito will automatically update everything for you!
- Customizations: You can customize your workflow to fit your specific needs. You can pair Excel and Salesforce and integrate with other tools such as ServiceNow, monday.com, Wrike, and more. If you prefer Google Sheets over Excel, Unito can help you integrate that with Salesforce too.
- Historical data flows: Want historical data included in your integrations? No problem! When setting up your workflow you can indicate how much, or how little, data to sync.
- 2-way sync: You can have data easily flow from Salesforce to Excel and vice versa. Gone are the days of updating multiple tools with the same change — Unito will do this boring work for you.
- Sign up for free: If you’re still not convinced, you can sign up for a 14-day free trial to test out Unito and see if it’s the right fit.
You can learn more about Unito’s two-way integration for Salesforce here.
How to install the Unito add-in for Excel
To start using Unito to pull data from Excel, you can either get the Unito add-in for Excel in your browser or follow these steps:
Step 1: At the top of Excel, click “File” and then select “Get Add-ins.”
Step 2: In the search bar, type “Unito” and hit enter. “Unito for Excel” will come up in the results.
Step 3: Click “Add” and then continue to accept the terms and conditions. Now the add-in will appear on the right-hand side of your workbook to use.
More information on how to use the Unito Excel add-in can be found here.
Looking for other ways to integrate Salesforce?
Here are some of our other in-depth guides to integrating Salesforce with other tools using Unito: