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CloudAnswers Report Sender

Schedule Salesforce reports and dashboards to be emailed to anyone

Overview

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.

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See How CloudAnswers Report Sender Works

  • 💌 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)

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.

Categories

Business Needs
Alerts
Admin & Developer Tools
Dashboards & Reports
Personas
Administrator
Business Operations Manager
Consultant
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield

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