Welcome to our comprehensive guide on exporting and sharing Salesforce reports with your team and stakeholders. Discover the methods to efficiently distribute critical insights, fostering collaboration and enabling well-informed decision-making.
Access the Report Builder
Log in to Salesforce. Navigate to "App Launcher" and search for "Reports." Click on "Reports" to open the Reports tab.
Create or Open a Report
Click "New Report" or select an existing report. Define report criteria, columns, and grouping. Click "Run Report" to ensure accurate data.
Export the Report
After running the report, click "Export." Choose your preferred format (e.g., CSV, Excel). Save the file to your device.
Export the Report in CSV
Re-click Export. click the preffered format to CSV and save it to your device
Share with Team and Stakeholders
Share the exported file via email or file-sharing platforms (e.g: Gmail).
Share file via Files tab
Go to App Launcher on the Quickfind box type “Files” and click “Files”. Once you’re on the Files tab search your desired file and click the Dropdown button. Upon clicking the drop down button, click Share and assign user or roles to whom you will share the desired file.
In conclusion, mastering the art of exporting and sharing Salesforce reports empowers seamless information flow among teams and stakeholders. By implementing these strategies, you can enhance communication, promote data-driven decisions, and drive success across your organization. Incorporate these techniques to optimize your report sharing practices and unlock new levels of productivity and collaboration.