You can see here all the usual tabs, opportunities, leads, accounts, contacts, and we are looking for the reports tab. The rest of the course will be based on a different set of data that you have access to as part of the exercise files.
We will use that data only to demonstrate how to extract it from Salesforce. The data we're using in this video is a set of dummy data that comes with the Salesforce Developer license.
This is a license anyone can access for free online. I'm using here, developer license to access Salesforce, so it might have slight differences with the version you're using, but in general, it should have the same layout, so you'll be able to follow along just fine. Report Builder covers roughly 75 ideas from the Salesforce IdeaExchange totaling over 80,000 points! Click below to see more detail.- In this video, we'll look into how to get our data from Salesforce to export it for further use in Microsoft Excel. Users no longer have to leave Salesforce Lightning to use Report Builder and export the reports. So click on Report Builder tab.So here we are using Report Builder from within Salesforce without any app installation. If you are not familiar with that then please look into my old post here Īfter Customize Navigation Menu and added this tab to navigation menu it will appear in your navigation menu. Now Customize your Lightning Navigation menu. Paste the following link in the URL input box Content Frame Height can be changed based on user preference, but a safe pixel height is 1000. Define Content and Display PropertiesĮnter a Tab Label, Tab Name, and a Tab Style. Choose Tab Layout For a better experience, Full page width is the preferred layout. You can set up the Cloud4J’s Report Builder as a Web Tab in Salesforce and then add this tab to your custom Navigation menu and use it for export reports.īelow are the instructions on how to set up the Report Builder Web Tab Go to Setup > Create > Tabs > Select New How to use this in Lightning to Export Report?
User can export the reports in lightning view without leaving the lightning view.Ĭloud4J’s Report Builder ( ) is a great app that lets you schedule reports as PDF and Excel attachments (as well as many other cool features).It’s currently free, there no installation necessary, and it works with your existing Salesforce reports.To try it, simply log in with your Salesforce username and password at: They even have an on-premise option where you can host the app on your own servers in case you have security requirements that prevent third party apps from accessing your Salesforce data. So using Cloud4J’s Report Builder app(Free) there is no need to switch back to salesforce classic view.
Remark: As of now if we want to export reports in Salesforce Lightning then we have to switch back to Salesforce classic and then only we can export the reports. Meanwhile, you can promote and upvote this idea here By Rakesh Gupta That doesn’t mean you can’t get your data out in Lightning, Yes you can of course use the DataLoader, or the super cool Pilot for Salesforce Reports for Excel but the quick and easy “Export Report” button, is not there in lightning. Currently, Lightning Experience ( LEX ) doesn’t support export report functionality.
So not all the features in Salesforce Classic are available in Lightning. Salesforce launch Lightning in Winter last year.