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94,370 Points voting closed

Delivered in Winter 21

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

Ankita Dutta - 4 months ago

Users will now be able to subscribe to reports as Formatted Excel or Details Only CSV & get these delivered to their inbox and show both the report email results and atttachment in the same email. Also, we have increased the row and column limits for the file attachments (there can be up to 15,000 rows and 30 columns as part of the report subscription attachment). This functionality is available in the Winter '21 release for Lightning only. To learn more, please see: https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_rd_reports_subscribe_attachment.htm.

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.

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Comments ( 1,051 )

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Ankita Dutta - 4 months ago

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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!

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prabhavathy Muthukumar - 6 months ago

Hello,
You can check our new app “Report Scheduler” in Appexchange that offers great features when scheduling multiple reports. It includes:

- 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.

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Ace Stojevski - 6 months ago

Why is the csv selected Details Only report attached always blank (bringing back no data)? Beta feature or not, this should actually work; not quite sure what the value is in having this feature activated for summer release if it's not working. Also, this kind of feature should've been available by now. If you can export a report and the subscription sends email to subscriber, not sure why there is a diffculty in the report data not being pulled into the attachment. I'm quite confused that we've waited this long and not able to have this yet.

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Julie Furr - 6 months ago

I have this enabled as a beta feature and the excel file is only showing 2,000 rows.Shouldn't it show 15,000?
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Stephen K - 7 months ago

Salesforce advance version still 15 K rows limit
Excel has 10 lakhs Rows vs Salesforce 15k rows limit .Atleast 1 lakh rows would be great .

Salesforce Better remove the Reporting and dashbord tab to paid Subscription to play with data

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Nate Schaufler - 7 months ago

thanks for the consideration
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Sales Collateral - 7 months ago

Hi there, I can't see the setting in Setup>
Reports and Dashboards Settings - please can you confirm? cheers, Nicola
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Gustavo A. Seluja - 7 months ago

Peggy Madani thanks for fixing

Sales Collateral check your sb instance and see where it falls according to this:

https://www.salesforce.com/blog/2020/05/summer-20-sandbox-preview.html#:~:text=For%20the%20Summer%20'20%20Release,be%20routed%20to%20preview%20instances

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Erica St. Angel - 7 months ago

@Anusha - is there a separate idea for the PDF attachment for dashboards to show our support? This idea "Ability to Print Reports to PDF" https://success.salesforce.com/ideaView?id=08730000000BqCDAA0 is related but not the same ask. Our need is to allow permission for user to schedule PDFs of dashboards as attachments.

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Peggy Madani - 7 months ago

Hi All - I updated the Release Notes link in the above pinned comment by the Product Manager. Thank you.

Release Notes: https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/rn_rd_reports_subscribe_attachment.htm

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Sales Collateral - 7 months ago

also, the release notes link in the comment don't work, so I cna't read.
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Sales Collateral - 7 months ago

hi there, I can't see it in my Sandbox instance. What do i do to enable in Sandbox?
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Gustavo A. Seluja - 7 months ago

Hi Anusha Surepeddi I just checked it out in our Sandbox preview instance. It looks awesome. Thanks!
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Mindaugas Verkys - 8 months ago

PDF are fancy and nice to have, what about XLS or CSV files?
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