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eCourier – Report and Dashboard Delivery Tool
Accelerate Reports and Dashboards Automation
Overview
eCourier is a salesforce native application that automates the delivery of salesforce reports and dashboards to internal as well as external stakeholders. eCourier lets you send or schedule reports and dashboards as email attachments (.xls, .csv, .pdf).
Unlock the full potential of Salesforce reporting with eCourier, the ultimate report and dashboard automation tool. Seamlessly distribute all reports and dashboards to any recipients via email, including non-salesforce users.
eCourier lets you schedule deliveries to users, contacts, and even external email addresses. It offers flexibility in choosing from daily, weekly, or monthly scheduling frequencies along with delivery logs to track distribution.
eCourier allows you to personalize your reports and dashboards by choosing components to be included in .pdf format, making it the only solution that offers this flexibility on Salesforce AppExchange.
eCourier 2.0 - The ultimate report and dashboard automation powerhouse is finally here! eCourier simplifies the process of scheduling and delivering Salesforce reports and dashboards to higher management, partners, clients, and external users. With data security and privacy at the top of our priorities. eCourier seamlessly operates within Salesforce, ensuring that your valuable data stays within your org. Here's what eCourier 2.0 brings to the table: -> Reports and Dashboards: Share any reports/dashboards that are accessible based on user permissions -> Send or Schedule: Set configurations to deliver reports/dashboards immediately or schedule at a particular frequency -> Custom Reports & Dashboards: Choose components to include in an attachment for different recipients(only in .pdf) -> Personalize Emails: Personalize email templates based on your attachments and recipient groups -> External Recipients: Share reports and dashboards with external users effortlessly via email -> Delivery Logs: Track report and dashboard delivery logs and modify scheduled deliveries with ease It's time you supercharge your report and dashboard automation and eCourier is at your service!
Categories
- Business Needs
- Sales ProductivityMarketing IntelligenceDashboards & Reports
- Industries
- EducationHealthcare & Life SciencesNonprofit
- Personas
- AdministratorBusiness Operations ManagerData Professional
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package