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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.

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Latest Comment from Salesforce

  • Anusha Surepeddi - 4 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.

Pat Buchanan

11 years ago

89,530 Points In Pilot/Beta
Idea is being tested as a pilot or beta feature.
9,023 Votes

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The schedule report whether it can be used when sent to the E-mail attachments form? 7 answers Send Report in Email and not only Link 3 answers Can we save the reports and dashboards as pdf and dashboard as excel? 3 answers

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