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automate exporting reports
how to automate exporting reports to csv?
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2 Replies
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Hello Enzo,Refer to this: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7QcGSAVHope this helps you.Thanks.
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When looking to automate reports
- Click the “Report” button to generate a new report. The “Create Report” dialog will appear.
- From here, you can select the report type, data set, and file format.
- 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. - Then Click OK.
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