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SF_Monkey
Export report to an excel template
Hello everyone,
I am trying to figure out a way to export a report or a pre-formatted excel template. Basically, I would like to created a button that user clicks and it export the report or an excel file which formatted or designed that is saved on salesforce server or our local server . It is similar functionality as conga application but we are trying to build an in-house function for our custom needs. I am able to export the report and formated it later. I am new to this so any help would be appreaciated. Any starting points or general process to accomplish this ?
Thanks!
I am trying to figure out a way to export a report or a pre-formatted excel template. Basically, I would like to created a button that user clicks and it export the report or an excel file which formatted or designed that is saved on salesforce server or our local server . It is similar functionality as conga application but we are trying to build an in-house function for our custom needs. I am able to export the report and formated it later. I am new to this so any help would be appreaciated. Any starting points or general process to accomplish this ?
Thanks!
or easy way is you the salesforce apex reporting rest api and read the data directly into the templates
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_analytics_intro.htm
https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm
All Answers
or easy way is you the salesforce apex reporting rest api and read the data directly into the templates
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_analytics_intro.htm
https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm