---
schema_version: "1"
id: 26b805ab11fc3857b9d44384034b01d30dbd0a760fb28bad59171a93b5a7b964
title: Download CRM Analytics Images and Export Filtered Data
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_download.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_download.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 56aa57b7900d76c6219d5efdda938fedba5266566a916d5743a63c5d9d407c9f
description: Extract detailed insights from CRM Analytics that support collaboration and informed decision-making. You can download images and filtered data from lens explorations and dashboard widgets. Download formats include image (.png), Microsoft® Excel® (.xls), and comma-separated values (.csv) files. With the .xls format, there's also an option to include query metadata.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Download CRM Analytics Images and Export Filtered Data

Extract detailed insights from CRM Analytics that support collaboration and informed decision-making. You can download images and filtered data from lens explorations and dashboard widgets. Download formats include image (`.png`), Microsoft® Excel® (`.xls`), and comma-separated values (`.csv`) files. With the `.xls` format, there's also an option to include query metadata.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics in Enterprise, Performance, and Unlimited Editions for an extra cost. Also available in <a href="https://help.salesforce.com/articleView?id=bi_tutorials.htm&amp;language=en_US" target="_blank">Developer Edition</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23198e75">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23198e75 ">To download data from widgets and lenses using the CRM Analytics user
            interface:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23198e75 ">Download CRM Analytics Data</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23198e75 ">To share images of dashboards and widgets when Secure Image Sharing and
            Downloading is enabled:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23198e75 ">Share CRM Analytics Images</td>

        </tr>
      </tbody>
    </table>

Select **Download** from the menu on a dashboard widget to go directly to the Download dialog. Or from a lens, click the **Share** icon, and in the Share dialog, select the **Download** tab.

![Share dialog with download options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_share_download_image_export_data.png)

To download an image of the dashboard, click the Download icon ![Download icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_direct_download_dashboard_image_icon.png) on the CRM Analytics dashboard. Then, select **Download as Image** to download an image in PNG format.

Take note of these considerations when downloading data in Excel or CSV format.

- The Excel and CSV options download the results of a displayed query (or step). The query limit determines the number of rows in the `.xls` or `.csv` file.
- With the **Download in Excel Format** option, exports to Excel files are limited to 6,000,000 cells. If you want to export more data, select **Download in CSV Format**.
- The **Download in Excel Format with Metadata** option can include the name of the user, the date and time of the export, dashboard and widget titles, groups and filters in the query, and the number of records downloaded.
- The maximum number of concurrent downloads is one per format type (that is, one Excel download and one CSV download can be in progress at a time).
- Downloading data isn't supported for lenses based on SQL queries or on direct data queries, such as direct queries on Salesforce objects, CDP, Snowflake, and Google BigQuery. However, you can export up to 10,000 rows as a CSV file from lenses and dashboard widgets that use Snowflake live data.
- For table data downloads, text wrapping within tables, hidden columns, grouped column order, collapsed columns, and merged cells aren’t supported.
- For tables based on queries with bindings, downloads show the columns as projected in the query.
- For pivot tables, queries customized with SAQL union statements download as raw data instead of in pivot table format.
- If a measure field has a multiplier of “0”, downloaded data shows all values for that field displaying as “0”.
- Compact Form 2.0: Subtotal values are automatically on if Column Totals in the JSON have more than one value, or if the binding result is multi-valued. To turn off subtotals in these cases, pass a single value to the ColumnTotals attribute within the JSON by using the Advanced Editor.

For **Download as Image**, the background color of the downloaded widget is white by default. For widgets with dark backgrounds and light text, this can result in non-visible text when the widget is downloaded.

#### See Also

- [Enable Downloading Data from CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_download_enable.htm&release=264.0.0&type=5 "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.")
- [Secure Image Sharing and Downloading](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_secure_images_enable.htm&release=264.0.0&type=5 "Control who shares dashboard and lens images to prevent users or profiles from sharing sensitive images. By default, all users can share images of lenses, dashboard widgets, and whole dashboards that contain your org’s data.")
- [Mark Downloaded Images and Exported Data as Confidential](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_download_confidentiality_message_enable.htm&release=264.0.0&type=5 "Meet data compliance and regulatory requirements with the new confidentiality notice. Remind coworkers of data confidentiality with a notice that appears in the Download window and on all downloaded images and exported data.")