---
schema_version: "1"
id: 6492f78f601528d30961b71964c9c0316b0f11446703138086e641c06fe18929
title: Enable Downloading Data from CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_setup_download_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_setup_download_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ddb726ad128520c17a961a5b1dd627bc364655d31c1db64e6fcdf67a086ecde5
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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

<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, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</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="d83432e60">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d83432e60 ">To modify settings:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d83432e60 "><span>Manage CRM Analytics</span></td>
          </tr>
        </tbody>
      </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Complete dashboards can be downloaded only as images.

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

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](https://help.salesforce.com/s/articleView?id=analytics.bi_download.htm&type=5&language=en_US)
- [Get Scheduled Updates with Email Subscriptions](https://help.salesforce.com/s/articleView?id=analytics.bi_subscriptions.htm&type=5&language=en_US)
- [Enable CRM Analytics Watchlist](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_watchlist.htm&release=264.0.0&type=5 "Enable this feature to capture and track up to 20 KPIs across different dashboards, plus historical trending. No more switching between dashboards to see what has changed, and track your metrics all in one place.")