Toggle Side Panel
Close search

Activity › Forums › Salesforce® Discussions › automate exporting reports

  • CRMJetty

    Member
    April 11, 2022 at 6:08 AM

    Hello Enzo,Refer to this: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7QcGSAVHope this helps you.Thanks.

  • [adinserter block='9']

  • vishakha shrimali

    Member
    October 14, 2022 at 8:44 AM

    When looking to automate reports

    1. Click the "Report" button to generate a new report. The "Create Report" dialog will appear.
    2. From here, you can select the report type, data set, and file format.
    3. Click the image to enlarge it.

      Select the "Data export for automation" report type.

      Select the options you need: - Data sets: Select the data to export.
      - Format: Select the format of the created file.

    4. Then Click OK.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos