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
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
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!
Subscribe for a monthly membership, or take the benefit on a yearly membership. You can cancel the subscription anytime.
Grouped Reports
Standard Objects
Custom Objects
Custom Report Types
Public Report Folders
Private Report Folders
CSV Export Format
Customized Email Subject
Customized Email Body
Body Length 255
Rich Rext Body Type
Daily, Weekdays, Weekly, Monthly Schedule Options
Schedule Reports as Admin
Email Support
Live Chat Support
Grouped Reports
Row Level Formulas
Standard Objects
Custom Objects
Custom Report Types
Public Report Folders
Private Report Folders
CSV Export Format
Excel Details Export Format
Excel Formatted Export Format
Customized Email Subject
Customized Email Body
Remove Sponsored Footer
Formulas in Subject
Body Length 32 768
Body Type – Rich Text
Daily, Weekdays, Weekly, Monthly Schedule Options
Skip Sending if no Data
Schedule Reports as Admin
Email support
Live chat support
This App provided me exactly what I needed.
TJ TurnerSalesforce Architect
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!
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