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Pat Buchanan
Schedule Reports as Attachments and add Adobe PDF, Excel Option
Operational Reporting
The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel where I need to do a little formatting before I send the report on to others.
· Flag
Ankita Dutta - 4 months ago
John McMahon - 5 months ago
Hello, I have users who would subscribe to weekly reports. They like having the report in the body of the email - but would also like it attached as a .xls or .csv to the same email. I know the attachment feature is in beta - but I cannot find a way to accomplish this. My work-around was going to be to have two copies of the report - one will send with the report in the body (current state) and one will send as an attachment. However, now I am bumping up against the limitation on the number of reports. Is there a way for users to get the report in the body of the email and as an attachment? Thank you!
prabhavathy Muthukumar - 6 months ago
- Unlimited scheduling of reports. - Excel, PDF, and CSV attachments formats supported. (up to 50,000 records in Excel and 1,00,000 records in CSV) - Retains grouping. - Allows users to send reports using email outside of Salesforce. - Dashboard view of schedules. - Secured since its a 100% native Salesforce application. - Free trial is available.
Ace Stojevski - 6 months ago
Julie Furr - 6 months ago
Stephen K - 7 months ago
Nate Schaufler - 7 months ago
Sales Collateral - 7 months ago
Gustavo A. Seluja - 7 months ago
Erica St. Angel - 7 months ago
Peggy Madani - 7 months ago
Mindaugas Verkys - 8 months ago
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