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How-To: Stream Salesforce reports directly into Excel
How-To: Stream Salesforce reports directly into Excel

XLSF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce

Updated over a week ago


There are a number of limitations enforced by the Salesforce API. Summary and matrix reports are not available, and only the most recent 200 reports run by the logged in user are available.

The recommended approach is to leverage CloudExtend templates to bring your data into Excel (learn more about templates here). With templates, you can recreate your report and have more granular control over the data pulled in by using CloudExtend data filters or SOQL in the App. The side benefit is that you could also push changes back to Salesforce records from this file if desired.

Still want to use reports, read on...

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. 

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.

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