Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Peeklogic Report Sender PRO
Schedule and Send Salesforce Reports as Attachments to External Emails
- Industries
- Horizontal ProductEngineering, Construction, & Real EstateHealthcare & Life Sciences
- Business Need
- AnalyticsDashboards & ReportsData Visualization
- Requires
- Sales Cloud
- Compatible With
- Experience CloudFinancial Services CloudHealth Cloud
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, EXLSX, CSV, HTML.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis 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
App Details
- Version
- Report Sender Pro/August 7 2026 1.33.0
- Listed On
- 05/30/2022
- Latest Release
- 08/07/2026
- 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.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
- 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: 12Custom Tabs: 5Custom Apps: 1
- Lightning Components
- Global: 4App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
Peeklogic Report Sender - allows to automatically send Reports, Dashboards or Email from Salesforce to external email addresses in EXCEL, CSV, PDF, or HTML scheduled or at once - 100% Native - Schedule to send unlimited Reports, Dashboards, and Email - Send Reports from Salesforce to external users - Send Report from Salesforce to the external email address - Allow your subordinates to create report schedules through Approval Process _________________________________________ Salesforce has recently introduced mandatory security changes for report export actions as part of its new Step-up Authentication framework. These changes affect the previous report export mechanism used by Report Sender and, in many Salesforce organizations, may result in report attachments containing an HTML page instead of a valid Excel file rather than the expected report export. To address this change, we’ve updated Report Sender to use a new API-based export mechanism that is compatible with Salesforce’s latest security requirements. _________________________________________
Need help?
Peeklogic
Austin, TX