How do I export my own data? | Rethink Help Center

To export your data, use the reporting tools in the Reports tab to generate the data set you wish to export to an external format, typically a CSV or XLS file for use in Excel or other spreadsheet software.

This guide will walk you through creating and exporting a report filtered by Record Owner. Additionally, if you need to export data from multiple objects (e.g., Contacts, Accounts, Deals), you will need to create separate reports for each object.

Step 1: Create a New Report

1. Click the Reports tab, then click New Report.

2. Select the object you want to export data from (e.g., Contacts, Accounts, Deals), then click Continue.

Step 2: Apply Filters to Export Data by Record Owner

1. In the Filters section, locate the “Show Me” field and select “My Contacts” (or the relevant ownership filter, such as “My Accounts” or “My Deals”).

• To filter for a specific user, click Add Filter, choose Record Owner, and select the desired user.

2. Set any additional filters as needed. For example:

• If exporting Contacts, set the Birth Date filter to “All Time” (or adjust based on requirements).

Step 3: Customize the Report Columns

1. In the Outline section, add any fields you need in the Columns (e.g., First Name, Last Name, Email).

2. Click Refresh to update the report preview.

Step 4: Run and Export the Report

1. Click Run to generate the report.

2. Click the Export dropdown, then select Export.

3. Choose your export format:

• Formatted Report – Exports the report as displayed in Salesforce, including headers, groupings, and filters.

• Details Only – Exports raw data without formatting (best for further analysis or system uploads).

4. Click Export to download the file to your computer.

Important Notes

• Separate Reports for Each Object: If you need to export data from multiple objects (e.g., Contacts, Accounts, Deals), you must create a separate report for each object and follow the same export process.

• Record Limits: Reports only display up to 2,000 records in the UI, but all records will be included in the exported file.