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CloudAnswers Report Sender
Schedule Salesforce reports and dashboards to be emailed to anyone
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Business Need
- AlertsAdmin & Developer ToolsDashboards & Reports
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
Report Sender is the go-to application for downloading and sharing Salesforce reports and dashboards with any email address. Available for free, or upgrade for more features. Starts with a 30-day trial of Report Sender Plus or Premium.
Highlights
💌 Share reports and dashboards to any email address, Contact, User, or Public Group.
Send reports in CSV, XLS, XLSX, or embedded in the email.
🕦 Schedule hourly, daily, weekly, monthly, quarterly, based on your fiscal periods, or annually. You choose the schedule.
📈 Send your beautiful lightning dashboards to anyone (Plus and Premium edition)
📨 Dynamically filter reports for a list of recipients. Send reports to customers, partners, or users without cloning the report dozens of times.
💬 Fast customer support via chat or email. Phone and video support for subscribers.
🔐 Secure application running entirely on Salesforce resources - trusted by thousands of companies.
⛓️💥 Go beyond Salesforce report subscription limits
🐿️ Organic, all-natural, and free-range (Kidding, but thanks for reading all of our highlights)
Provider Details
CloudAnswers
Boston, Massachusetts, USA
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2009
Website
Phone
+1 508 500 8333We combine decades of Salesforce experience with Java, Python, Node, and other technologies to give you innovative and reliable applications to run your business. Check out all of our apps on the AppExchange! We also offer custom development and virtual Salesforce administration services.
Pricing Details
Freemium
You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.
The free version can send as many reports as Salesforce allows in CSV format. For dashboards, more report formats, and additional features, get Plus. To filter reports dynamically, send files securely, or custom needs, contact us about Premium.
Upgrade to Plus for more: - XLS, email, and XLSX formats - Send joined reports - Send lightning dashboards - and more! Ask us about Premium for even more: - Dynamically filter reports - Send secure download links - Other enterprise needs
Plus - Monthly
$110 USD/Salesforce Org/month
Free trial available for 30 days
Plus - Annual
$1,100 USD/Salesforce Org/year
Free trial available for 30 days