Note: Summary and Matrix reports not supported.

Step 1: Click on the menu icon on the top left hand side of the CloudExtend toolbar.

Step 2: Click on Reports.
CloudExtend returns what is available to us via the Salesforce API which is currently the 200 most recently run reports (excluding summary and matrix) for the currently logged in user.  (note, if you need more control over filtering your data from within Excel you should consider creating a template that mimics your report. This allows for more flexibility because you can use a data filter or SOQL in the App to further refine your results and, if needed, even make changes to the data and push them back to Salesforce.

Step 3: Choose the report you want to pull into Excel and click on ‘Yes’.

Step 5: Your report will load and data will begin to populate the template from Salesforce. CloudExtend can download only first 2000 records from your report. Make sure to apply additional filters to limit the results count to 2000 records.

If you rerun your reports the table is recreated thus overwriting any custom formatting applied. A simple workaround is to record a macro that provides the formatting for your report and then run it after the report is downloaded to reapply it.

Did this answer your question?