Advance scheduling

Schedule an unlimited number of reports to be delivered at any frequency (only limited based on the number of emails you can send from Salesforce)

 Advanced distribution features

Send reports to anyone inside or outside of Salesforce

Report Sender

Salesforce app Report Sender
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Email customization

Easily set the subject line, a customized body of your email, and choose the format of the report to be attached

Smart reporting

You can choose to not send reports if they contain zero records

Salesforce Report Sender

Easily schedule and send your Salesforce reports

Send Salesforce reports to any email address including non-salesforce users, in user-friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field-level security for your user will be obeyed.

Salesforce Report Sender is one of the most requested ideas by Salesforce customers.

• Schedule reports the easy way
• Dedicated customer support
• 5-star rating in Salesforce AppExchange
• Lightning ready

Limitations & Problems with Salesforce reporting:

  • The repetitive, time-consuming, manual processes
  • Many non-Salesforce users in or out of your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users
  • User can only setup up to 5 lightning report subscriptions
  • Reports are still sent when there is no data
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Try Report Sender Salesforce app

Scheduled email reporting in 3 simple steps

Step1
Select any of your pre-existing reports.

Step 2
Choose what you want to send – select the report format, enter the email subject and body, and your recipients

Step 3
Customize your report schedule: weekly, daily, every weekday, or monthly.

FreeJust the Basics

$ 0.00

Per Month
  • Send most report types
  • CSV export format
  • Customize email subject
  • Customize email body
  • Simple 255-character emails
  • Rich text email
  • Daily, weekdays, weekly, monthly schedule options
  • Email support
  • Live chat support
Get Free

 

 

PlusFull Customization

$ 100

Per Month
  • All the features of the Free Edition
  • Send joined reports
  • Row level formulas
  • Excel details export format
  • Remove sponsored footer from emails
  • Robust 32k character emails
  • Skip sending if no data
  • Phone support
Get the app

Chose your plan: $100 per month or $1000 yearly!

 

 

FAQ

Still have questions? We are here to help. Visit

Report Sender help center