How to Export Salesforce Reports and List Views

Export a Salesforce report or list view to CSV or Excel, including the size limits each format hits and when to switch to a SOQL export instead.

Updated 2026-09-09

Reports and list views are the export path business users reach for first, because they need no SOQL and no separate tool. They also have limits that are easy to hit without warning.

This covers both paths, their caps, and the point at which a query-based export is the better tool.

Exporting a report

  • Open the report, choose Export, then pick Formatted Report (keeps groupings and subtotals) or Details Only (a flat row-per-record file).
  • Details Only is what you want for further processing in a spreadsheet; Formatted Report is what you want for a document someone reads as-is.
  • The export runs against the report's own filters, so it inherits whatever the report was already scoped to.

Exporting a list view

  • Open the list view, use the export or the built-in "Printable View" depending on edition, and choose CSV.
  • List views typically export fewer columns than a report, since they show only the fields configured on the view itself.
  • This is the fastest path for a quick ad-hoc list, but not the flexible one - changing the fields means editing the list view first.

Where each one caps out

Report exports are capped at a row count that varies by edition and export format - typically in the low tens of thousands for Details Only. List views cap lower still in most contexts. Both limits are undocumented as exact numbers because Salesforce changes them across releases, so treat "it stopped exporting" as the signal rather than a number to plan around in advance.

When to switch to a SOQL export

At that point, a SOQL export from the browser gets you the exact field list and filter, without a report-type change. TurboKit runs the query and exports the result to CSV or Excel in the same tab.

  • The export is silently truncated - the file has fewer rows than the report says it should.
  • You need a field the report type does not expose, which happens with fields on objects the report type was not built to reach.
  • You need to filter on something a report's filter logic cannot express cleanly, such as a compound date-and-relationship condition.

Frequently asked questions

Why does my report export have fewer rows than the report shows?
Report exports are capped, and the cap is lower than what the report UI can display on screen with pagination. When you hit it, switch to Details Only, narrow the report's filters, or export via SOQL instead.
Can I schedule a report export?
Reports can be scheduled to run and email a snapshot, but that is a formatted view, not an automatic file export. For a recurring raw-data export, Setup's Data Export or a scheduled Bulk API job is the better fit.
Is a list view export the same data as a report export?
Only if both are scoped and filtered the same way. A list view typically has fewer columns and a simpler filter than a report built for the same object, so treat them as different exports rather than interchangeable ones.

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