Download a Report in a .CSV File

You can download the contents of a report in a .CSV file. You can then use Microsoft® Excel® or another spreadsheet application that supports .CSV files to filter and format the data as needed.

To download a report in a .CSV file, complete the following steps:

1. In the Business Development workspace, click to go to the Reporting area.
2. If the report that displays by default is not the report you want, do either of the following:
   • To display a standard Opportunities, Organizations, or Contacts report, click the currently displayed standard report name above the upper-left corner of the report and select the standard report you want.
   • To display a saved report, use the saved report search field next to the Reporting label at the top of the Reporting area to select the report.
3. Apply a search and filters, if needed, and make sure that the columns you want are displayed.
4. Click on the toolbar in the upper-right corner of the Reporting area.
5. On the Download Report dialog box, click Download.

   The report is downloaded to your downloads folder in a file named report.csv. You can continue working while the download process runs.

   Exception: If your browser is Safari, the report is not automatically saved in your downloads folder. It displays on a separate browser tab, and you can then save it using the file name and folder of your choice.