Kasturi Manohar - 4 months ago
Hello, do look up for our new app Report Scheduler in Appexchange with these great features.
- Unlimited scheduling of reports.
- Excel, PDF and CSV attachments formats supported. (upto 50,000 records in Excel and 1,00,000 records in CSV)
- Retains grouping
- Addition of external participants outside salesforce.
- Dashboard view of schedules.
- Secured since its a 100% native salesforce application
Anusha Surepeddi - 5 months ago
With the Summer 20 release, we have improved Report Subscription Attachment Feature! It is now Open Beta, so any customer can opt into this feature themselves by going into report and dashboard settings in setup. We are supporting formatted excel file and details only csv file. Also, we have increased the row and column limits for the file attachments (there can be upto 15,000 rows and 30 columns as part of the report subscription attachment). To learn more, please see the Release Notes.
We are working hard to make this feature even better for Winter'21 release (safe harbor). We plan to take this feature GA (generally available) for everyone and show both the report email results and attachment in the same email. We will not be supporting PDF as an option for the report subscription, as customer research has shown us that many customers prefer having a PDF attachment for a dashboard subscription than a report subscription. In addition, there isn't a scalable way for us to deliver a PDF file in Lightning yet, we are waiting for the new PDF service to be complete so that subscriptions can use that new PDF service in the future, so having a PDF file attachment is at least 3 releases away.