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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.

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Business Need
Alerts
Admin & Developer Tools
Dashboards & Reports
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Rating

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MVP
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Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.65
Lifetime average
Showing 10 of 66 Reviews
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Nice Product

Cloud answer is used for sending report details to external user who is not part of salesforce user. It was excellent and user friendly interface for sending email with attachment.

Great Product

This product has proven to be an excellent solution for our needs. We required a reliable way to schedule reports and ensure they were delivered on time to an external organization without a user license. This solution has performed exactly as intended. I highly recommend it to anyone seeking a dependable report scheduling and distribution tool for similar requirements.

Time-Saving Product

I needed an app to send reports/dashboards to people without a salesforce license. This app is perfect! And they're always coming out with new and necessary features. Saves me so much time. Can't recommend this app enough.

Reliable and user-friendly solution

CloudAnswer Report Sender is an excellent tool for anyone looking for a reliable and user-friendly solution to automate report distribution. Here are the key highlights: Reliability: The platform consistently delivers reports on time without errors. Its robust architecture ensures smooth performance even with large datasets. User-Friendly Interface: The intuitive design makes it easy for both technical and non-technical users to schedule and send reports. No steep learning curve—everything is straightforward. Customization: Offers flexible options for report formatting, scheduling, and recipient management, making it adaptable to various business needs. Integration: Works seamlessly with multiple data sources and reporting tools, reducing manual effort and improving workflow efficiency. Support: Excellent documentation and responsive support team ensure quick resolution of any issues.

Paul Fox
12/16/2025

Thanks for the great feedback! If there’s anything we could do to earn that last star, we’d love to hear it 😊

Lohith Menon

Reliable and Simple Report Scheduling Tool

CloudAnswers Report Sender has been a solid addition to our Salesforce setup. The app does exactly what it promises: it automates the scheduling and delivery of reports without any unnecessary complexity. Setup was straightforward, and the interface is clean enough for both admins and business users to work with comfortably. The biggest value has been consistency. Stakeholders receive reports on time, every time, without manual effort or follow-ups. It has reduced a lot of repetitive admin work and improved visibility for leadership. The app also handled our larger reports well, which was a pleasant surprise. I would still like to see more flexibility in email formatting and dynamic recipient handling, but overall, the product delivers dependable functionality. For teams looking to automate Salesforce report distribution without building custom solutions, this is a strong and practical option.

Paul Fox
12/01/2025

Thank you for the review! With the October release, you can now use Salesforce email templates, which should expand quite a bit of formatting options - images, letterheads, custom HTML, whatever you'd like. We'd love to hear your feedback on what you're looking for regarding dynamic recipient handling or other email formatting options. Just let us know at help@cloudanswers.com.

Reliable, Simple, and Supported — Even on the Free Version

We’ve been using Cloud Answers Report Sender for over two years to send report emails to external Salesforce users, and it has consistently delivered. The product does exactly what it promises, running reliably without major issues, and has become an essential tool in our Salesforce ecosystem. What truly sets it apart is the developer’s support. Even though we are on the free version, they have been responsive and helpful with the few minor issues we encountered. That level of commitment is rare and deeply appreciated. Overall, this is a straightforward, dependable solution backed by a developer who clearly cares about their users. Highly recommended for anyone looking for a simple and effective way to send reports externally.

Paul Fox
09/23/2025

Chris, Thank you for the kind words! And you're right, we do care about all of our users. Thanks for being one of them.

No-Brainer!

Absolutely recommend Report Sender. Easy to configure and a very flexibly solution. Total life saver for an admin!

Vinny Poliseno
Double Star Ranger

Need to send Non SFDC Users Report Info?

Look no further. We are constantly asked from our customers how can I scheduled this report to send this data to users outside SFDC? This is our go to app to solve this issue. Simple, lightweight and easy AF to get going. You won't be disappointed with the free version. Should you want a few extra features the paid version gets you there with a price tag that is reasonable. Cannot recommend this solution enough.

Paul Fox
08/11/2025

Vinny, thank you so much for the kind words. We are trying to do just that - keep it simple and easy while continuing to expand to meet our more advanced customers' requests.

A Must-Have For Reporting

I’ve been using CloudAnswers Report Sender for over a year, and it quickly became an essential tool for automating report distribution both internally and externally within our organization. We use it to send financial projections to accountants, opportunity updates to stakeholders, and status updates to clients. This app delivers reliable, scheduled reports with minimal setup. Its seamless integration with Salesforce and intuitive UI make it accessible for users of all technical levels, eliminating the need for manual email workflows. What really sets this tool apart is its simplicity and versatility—it just works, without unnecessary bloat. The ability to send reports in multiple formats ensures compatibility with any recipient, internal or external. The customer support team is highly responsive, resolving any questions quickly. For any Salesforce user looking to add a bonus to reporting, CloudAnswers Report Sender is a no-brainer. Five stars for the product and five starts for their support team. I highly recommend it.

Excellent Product All Around

If you are looking for a report sender for your Salesforce reports, just use CloudAnswers Report Sender. We have been blown away with the how every single step of the process as been as easy as possible to implement and works perfectly every time. We needed to create schedules for 80 plus existing reports and within a day we had everything up and running and working seamlessly. Literally was the exact solution we were looking for. Thank you!