Salesforce reports, in Excel

Browse the reports you can access, import them as Excel tables, and refresh them when your data changes—without leaving your workbook.

Open in Excel add-in How it works

Import

Bring tabular, summary, matrix, and joined reports into Excel tables.

Refresh

Update mapped reports in the workbook when you’re signed in.

Your workbook

You sign in with Salesforce. Imported data stays in this Excel file.

Production or Sandbox

Log in to Salesforce production or a sandbox from the add-in. Choose the environment that matches your org when you connect.

Admin setup

Create an External Client App (or Connected App) with PKCE, add your add-in origin to the Salesforce CORS allowlist, and register the OAuth callback URL. Full steps are in the project documentation (docs/SALESFORCE_ADMIN_SETUP.md).