Choose the schedule that delivers the report exactly when it's needed. Weekly, every monday, every 2nd Thursday - whatever you need. Then sit back and relax!

Schedules, Your Way

Reports reach people in and out of Salesforce, all you need is an email address. Boost your performance while reaching many people at once.

Reach More People

Customize the file name, email subject, or body to make it your own. Provide a description of the report, give instructions on what to do with it, or write whatever you need.

Personalized Emails

Reports with zero results are skipped, so your recipients don't waste time with empty spreadsheets (Plus feature).

Smart Sends

Boost you performance with automated report delivery

Send Salesforce Reports effortlessly

Everything begins at the Report Sender tab. Here you can see all the report schedules that you have access to. Click Send Now to send any of the reports, or use the Edit or Delete links to update them. To schedule a new report, just click New Schedule.

Step 1

Choose a report and enter what you want in the email. If you can see the report and it doesn't exceed any Salesforce imposed <a href="https://help.cloudanswers.com/en/articles/3280610-report-sender-limits" target="_blank">limits</a> then you can schedule it. Joined reports are supported in Plus edition only.

Step 2

Add your recipients, choose the delivery schedule, and the report format. Uncheck the Active field if you want to leave it disabled while you test it. Click save and you're all done - relax and know that report sender will deliver your report for you.

Step 3

Scheduled email reporting in 3 simple steps

Schedule and send unlimited reports to any emails, including non-Salesforce users!

report-sender

Free forever:

Free

Everything in the Free Edition, plus:

Plus

Our most advanced report sending features.

Everything in the Plus Edition, and:

Premium

<h2 className="mb-2 display-4 fw-bold mb-3">Limitations & Problems with Salesforce reporting:</h2>
<ul className="fs-4">
  <li>Non-users need reports too: executives, partners, customers, etc.</li>
  <li>Manually sharing reports is repetitive and error-prone.</li>
  <li>Email forwarding fails if the admin ever leaves or changes roles.</li>
  <li>Salesforce limits how many reports you can subscribe to.</li>
  <li>Emails can't be customized to add any context or instructions.</li>
</ul>


Report Sender

Stay connected with anyone and everyone. Send limitless customized reports.

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