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CloudAnswers Report Sender Plus

Schedule unlimited Salesforce reports to be emailed to anyone

Overview

Report Sender Plus a go-to application to download and share Salesforce reports with SF and non-SF users. Combine rich text, customized design, and reports with data from SF. Whether you want to generate mass reports or a single report to share.

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  • Share reports internally and externally, also to non-salesforce users. SKip if the report has no data

  • Download the reports in CSV, XLS, and XLSX format and send it as a customize email message.

  • Schedule reports daily, weekly, monthly. You choose the schedule.

Having 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 subscriptions? Report Sender Plus allows you to select any of your Salesforce reports being sent as a CSV or Excel file to internal and an external email address on a regular schedule. Reduce the number of reports and maintenance requirements associated with distributing the same or similar reports to hundreds of different recipients. We take your security seriously! Report Sender Plus uses native Salesforce to send the reports so your data never hits our servers. The reports are sent using the visibility of the user that scheduled them, so you know exactly what data the reports will contain. Install it now and start sending reports in minutes. Just choose any existing Salesforce report, set your schedule, define the email content, test it, and you're done. Simplify and accelerate business processes. INFORMATION: Report Sender Plus is a Power Pack replacement!

Categories

Business Needs
Email & Calendar Sync
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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