Enable Downloading Data from CRM Analytics

Enable users to download the results from lens explorations and dashboard widgets as Microsoft® Excel® (.xls) or comma-separated values (.csv) files. Enable users to subscribe to tables and receive email with the table data in attached .csv files.

Required Editions

Available in Salesforce Classic and Lightning Experience.

Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

User Permissions Needed
To modify settings:	Manage CRM Analytics

To set up users to download data from CRM Analytics, complete the following steps.

1. From Setup, enter Users in the Quick Find box, and then select Permission Sets.
2. Select the CRM Analytics permission set where you want to add the permission, and click Edit.
3. Select System Permissions.
4. Select Download CRM Analytics Data.
5. Click Save.

Note Complete dashboards can be downloaded only as images.

Note To subscribe to tables and receive email with table data in attached .csv files, users need both the Download CRM Analytics Data and the Subscribe to CRM Analytics Assets permissions.

See Also

• Download CRM Analytics Images and Export Filtered Data
• Get Scheduled Updates with Email Subscriptions
• Enable CRM Analytics Watchlist