Peeklogic Report Sender PRO
Schedule and Send Salesforce Reports as Attachments to External Emails
Overview
Peeklogic team developed and published an app that allows to schedule and send Salesforce reports and just emails to external email addresses as attachments in the following formats: PDF, XLS, XLSX, CSV, HTML.
See How Peeklogic Report Sender PRO Works
Schedule Send Reports, Dashboards or List Email
Schedule Salesforce Report in PDF, XLS, XLSX, CSV, HTML Formats
Schedule Reports and Emails Daily, Weekly, and Monthly
Schedule Emails to Salesforce Leads, Contacts or External Email Addresses
Create Report Schedule through Approval Process
Peeklogic Report Sender PRO sends Salesforce reports, dashboards and emails to anyone, inside or outside your org — by email or to your own API endpoint, on a schedule or right away. Recipients don't need a Salesforce license. - 100% native: runs inside Salesforce, no third-party servers - Excel (.xlsx, .xls), CSV, PDF and HTML attachments; dashboards as PDF - Daily, weekly, every other week or monthly (by date or weekday), in your time zone or UTC - Send to any email, or to Contacts and Leads pulled from a report or list view - API method: post report data to your endpoint on every run - Per-schedule report filters without changing the original report - Manager approval before a schedule starts sending - Password-protected attachments and removable Peeklogic branding - Send history for every run, with the reason for any failed send - Unlimited schedules Already using the Free version? Install PRO and move your schedules over with one button: Migrate From Free. Note on Salesforce Step-up Authentication: Report Sender PRO exports reports through the Salesforce API, so attachments arrive as real Excel files. Update to the latest version and make sure the Report Sender Connection t
Categories
- Business Needs
- AnalyticsDashboards & ReportsData Visualization
- Industries
- Horizontal ProductEngineering, Construction, & Real EstateHealthcare & Life Sciences
- Personas
- Business Operations ManagerExecutiveService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Experience CloudFinancial Services CloudHealth Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese