Manage Reported Data

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

(This clip starts at the 51:45 minute mark, in case you want to rewind and watch the beginning of the step again.)

Export a Report as CSV

As good as Salesforce reports and dashboards are, it’s sometimes still helpful to export your data and manipulate it in spreadsheet software. No problem! Salesforce allows you to export report details in .CSV or .XLS formats. Use your favorite spreadsheet software to further manipulate the data as needed. Note that the export will not have formatting, groupings, or subtotals.

Your CEO would like a printable, adjustable output of the Users Not Logged in Last 7 Days report.

Run the Users Not Logged in Last 7 Days report:

1. Click the Reports tab.
   
2. Click the Users Not Logged in Last 7 Days report.
   

Save the report data as an .csv file:

1. Click the arrow  next to Edit.
   
2. Click Export.
   
3. Click Details Only and select the following options:
   
   • Format: Comma Delimited .csv
     
   • Encoding: ISO-8859-1 (General US & Western European, ISO-LATIN-1)
     
4. Click Export.
   
5. Locate the file on your computer and open it. Note that the report data is displayed and can be manipulated in the spreadsheet software and printed.
   
6. Save the file as Users Not Logged in Last 7 Days Export Details.