Export Reports, Keep the Formatting
Sometimes sharing your reports with others means exporting them to
Microsoft® Excel®. When you export your reports, we ensure that the formatting you worked so hard
on stays intact. The exported report also includes column summaries and totals.
Where: This feature is available in Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: To export your report to Excel:
- From the Edit dropdown menu, click Export.
- Select Formatted Report in the Export dialog.
- To save your report in .xlsx format, click Export.
Note
Want just the records in your report? For a version of your report without the formatting, select Details Only from the Export dialog.