Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
CloudAnswers Report Sender
Schedule Salesforce reports and dashboards to be emailed to anyone
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.

Watch Video

Watch Video
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- CloudAnswers Report Sender/July 2026 v3.36 3.36.0
- Listed On
- 03/01/2019
- Latest Release
- 07/17/2026
- Supported 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.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 10Custom Tabs: 4Custom Apps: 2
- Lightning Components
- Global: 5App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
Have problems sending data to top management, distributors, operations, partners, clients, or any other list of key recipients outside of Salesforce? Frustrated with the Lightning report subscription limitations? Report Sender allows you to select any of your Salesforce reports or dashboards to be sent to any email address on the schedule you choose. Reduce the number of reports and maintenance requirements associated with distributing the same or similar reports to hundreds of recipients. We take your security seriously! Report Sender uses Salesforce and Heroku to send reports and dashboards, so your data never leaves the ecosystem until it's sent to the recipients you choose. The reports are sent using the visibility of the user who scheduled them, so you know exactly what data they will contain. Install it now and start sending reports in minutes. Choose any existing Salesforce report or dashboard, set your schedule, define the email content, test it, and you're done.
Need help?
CloudAnswers
Boston, Massachusetts, USA
The free version includes email and chat support. Phone support and additional features are available with a Report Sender Plus or Premium subscription.