Thanks for installing CloudAnswers Report Sender.

You will receive an email from one of our developers on the team and can easily ask for help if you get stuck on anything. So make sure to check your inbox.

Installing Report Sender

If you prefer some guidance on how to install apps from the AppExchange platform, we’ve got you covered. Simply follow our installation guide.

  • Ensure that you activated My Domain before starting the installation

Here are a few tips on getting started:

  • Reports are sent using the permissions of the user that scheduled them. So make sure the person scheduling the reports has the correct visibility.
  • Sending data outside of your organization should always be done carefully. Make sure to test those reports and double check the email addresses you enter!
  • Add your email address on reports if you like to keep an eye on things and confirm all the reports go out as expected.

Watch our video – How to use Report Sender