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How to export joined reports in salesforce lightning

Naveen K N September 30, 2019
Export joined report in salesforce lightning

In this blog post, you will learn an easy way to export the joined report into excel and also check the detailed steps to create the joined report in the Salesforce lightning. 

STEPS

1.    Login to Salesforce

2.    Go to the Reports tab

3.    Open the joined report to be exported to the excel sheet

4.    Click on the highlighted icon shown in the below screenshot

Joined report in the salesforce lightning
5.    Choose the Export option

Joined report in the salesforce lightning

6.    Click the Export button

Salesforce lightning export joined report


7.    Notice the downloaded excel file in the browser. If it is not shown in the browser, check the download folder.

Salesforce lightning joined report file download

In case you see any issues in downloading the report, add your query in the comments section below.

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Last updated: 29 Mar 2022
Naveen K N

Posted by Naveen K N

Salesforce lightning developer and a blogger. He has more than 8 years of experience in CRM domain. Connect with him @naveenkn55

Post a Comment

4 Comments

  1. AnonymousDecember 17, 2019 at 6:01 AM

    I am unable to export my joined report. It thinks for a while, then I get an error.

    ReplyDelete
    Replies
    1. Naveen K NDecember 17, 2019 at 9:21 PM

      can you post the error details, so that i can try to help you out there.

      Delete
  2. UnknownMarch 29, 2022 at 3:04 AM

    I'm unable to download the joined report, I keep getting the same error:

    "An internal server error has occurred
    An error has occurred while processing your request. The salesforce.com support team has been notified of the problem. If you believe you have additional information that may be of help in reproducing or correcting the error, please contact Salesforce Support. Please indicate the URL of the page you were requesting, any error id shown on this page as well as any other related information. We apologize for the inconvenience.

    Thank you again for your patience and assistance. And thanks for using salesforce.com!"

    Any workaround?

    ReplyDelete
    Replies
    1. Naveen K NMarch 30, 2022 at 8:03 PM

      This error might be because of various reasons. Some of them can be addressed by the workarounds mentioned in the below links

      https://trailblazer.salesforce.com/issues_view?id=a1p3A000000313HQAQ

      https://trailblazer.salesforce.com/issues_view?id=a1p3A000001Sof2QAC

      https://trailblazer.salesforce.com/issues_view?id=a1p3A0000019QeGQAU

      hope this helps.

      Delete