Diandre Langlais - 3 years ago
You can create the most brilliant reports but if they're delivered with poor formatting, they just look juvenile. It's actually a little embarassing to send out poorly formatted reports, especially to executive management, from something we keep promoting as a very sophisticated tool.
I agree with other users - please don't ignore Classic. Lightning is missing too many features for us to switch over.
James Foxon - 3 years ago
Just a note for people. Salesforce have updated the format for reports emailed out from lightning (whilst ignoring classic) - and you can use the new format even if you are not fully migrated to lightning.
If you have activated lightning on your org for an admin user you can change the interface to lightning, subscribe to a report and then the new layout below will be used in the emailed report. You can then change back to the classic interface and the lightning report format will still continue to be emailed out.
It does not have the full functionality of the schedule tool in classic (for example you can only add users to the "Send to" list - no groups). There is also a limit of 5 on the number of reports you can subscribe to - not sure if this is per user or per org. The relevant help file is below.
I am getting a _MISSING_LABEL_ error in the email which I will try and get support to fix.
Melanie Harrison - 3 years ago
Oh wow 7 Years!
I just had a case sit with Prem Support for 3+ weeks because a scheduled report added an additional zero to a currency field??
The field was right, the report was right and exporting a report was right......lots of testing later and the answer was simple.
The format of the report aligned the currency field right and a boolean false value left. No Gridlines means alot of boosted dollar values.
Please fix this