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

Watch demoGet Started

Report Sender Salesforce app

Limitations & Problems with Salesforce reporting:

  • The repetitive, time-consuming, manual processes
  • Joining Salesforce data is difficult if you’re not a developer
  • 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
  • You can only send 200 reports a month
  • Reports are still sent when there is no data (zero records)

Boost you performance with automated reports

Advanced scheduling options

You can schedule an unlimited number of reports to be delivered at any frequency (no limits on how many individual reports can be sent every hour, daily, monthly, on the specific day of the week)

The advanced distribution features

You can send reports to anyone inside or outside of Salesforce

Email customization

You can easily set the subject line, a customized body of your email, include formulas in the subject, and choose the format of the report to be attached

Smart reporting

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

Scheduled email reporting in 3 simple steps

Step1
Select any of your pre-existing reports to be sent in Excel format to a variety of people from Contractors to Managers.

Step 2
Customize your report schedule by the time of day as well as frequency
Choose from one of the options: weekly, daily, every weekday, monthly, or specify your frequency.

Step 3 
Once you finish customizing your schedule simply click save and your personalized report sender is ready to go!

FAQ

Still have questions? We are here to help. Visit Report Sender help center

Choose the right plan for your team

Subscribe for a monthly membership, or take the benefit on a yearly membership. You can cancel the subscription anytime.

Free

$ 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

PlusRecommended

$ 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!

Some of our clients and partners:

This App provided me exactly what I needed.
I needed a quick and easy tool to allow me to schedule reports to be sent to non-Salesforce users. This App did exactly that! It was quick and easy to install and setup. Thanks!

TJ TurnerSalesforce Architect