Create and schedule reports in Salesforce
Getting started right away, let me tell you this – You can create reports within Salesforce and even schedule them, without installing any additional app. Salesforce’s Trailblazer Community provides a rich building reports documentation on that.
However, going plain with Salesforce, you will be facing a number of limitations:
- you can only schedule a limited number of reports
- reports cannot be send as an attached file
- no custom email templates available
- no report sending to external emails (non-salesforce users)
And that is why plenty users prefer using an app to overcome these challenges – this is easier and less time consuming than to build up something from scratch. Besides, not each user has the necessary developer skills.
Setting up Report Sender
In the following I’d like to walk you through how easy you schedule reports with the Report Sender App:
Start by clicking on your App Launcher, which is the icon in the top left of your Salesforce dashboard (see the yellow arrow on below screenshot).
This will pop open a window with all your available apps. Click on the CloudAnswers Report Sender box and we will begin to schedule your report.
To create a new report, or your first one, click the New Schedule button. Once you created reports, you can easily manage them from here with: edit, send now and delete.
Now, you can set your report for frequent delivery by adding a meaningful name, select the report you want to send from your report folder and add further details like recipient(s), what time and how often you want the report to be send. A good add-on, you can enter a custom email subject and body, a few lines can do small miracles instead of sending out just the report without any words.
After saving your settings you’re done ✅. The report will be send at the scheduled time(s).
You can click send now button if you want to send the report immediately, but if you entered a schedule it is not necessary.
Making sure things are set properly
A good tip here is to setup the report with your own email, click Send Now, make sure it looks like you want. Then change the email addresses to the client’s or whoever you want it to go to and setup the schedule.
Send report results to non Salesforce users by email
With our Report Sender App you can send reports to any email address including non-salesforce users. The recipient gets the report as an attached file in user friendly Excel format. So you can ensure that anyone can get your reports without the need of having a Salesforce license.
All you need to do is add one or multiple email addresses when editing your report.
Be aware that this needs to be filled out before you click Send Now or else it doesn’t go to anyone.
In our product video you can see Report Sender works live: