Include Salesforce Hyperlinks in a Report Export

Salesforce doesn't include hyperlinks in exported report files. Use one of the following workarounds to retain or recreate hyperlinks after export.

Copy and paste the report into Excel

Copying and pasting a report directly into Excel or Google Sheets is the best way to retain all hyperlinks. Exporting the report from Salesforce will remove the hyperlink and only display the text.

Create a formula in Excel to generate hyperlinks

If the report is exported, it's possible to generate the hyperlinks via a formula directly in Excel. The information listed below only works when viewing the report via the Salesforce Classic User Interface and works best when applied to a report with less than 2,000 records.

Add the Record ID for the object that you want to hyperlink to when creating your report. After you export the report, you’ll add a new column and enter a formula to create a hyperlink to open the record in Salesforce Classic in your organization.

Example Scenario: The object Record ID is in column A of your report export.

1. Insert a new column to the right of Column A.
2. In cell B2, enter =HYPERLINK("https://instance_name.salesforce.com/"&A2) 
3. Copy this formula down to all cells and you'll now have a hyperlink from your export file back to each object record.

Note: Replace instance_name in the URL above with the instance of your Salesforce org. For example: NA7 or EU13.