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Petr Beran

Add Charts to Scheduled Reports

Operational Reporting

Charts and Excel spreadsheet are not showing up on scheduled emails from SFDC .

By adding the chart to the scheduled report end-user might save time by having all information in one place. In addition, this enhancement might improve the reporting engine and make it more user-friendly.

Ideally the email that is showing scheduled report should include excel file with all the report details and a chart enclosed.
 


 

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Latest Comment from Salesforce

  • Anusha Surepeddi - 1 year ago

    Hi All,

    Before we can add charts to report subscriptions in Lightning, we need to be able to scale subscriptions and increase the subscription limit. That's why this is not on our short-term roadmap, however we will be considering it in the long-term. 

    Note that dashboard subscriptions in lightning show charts and we are working on adding excel/pdf attachment to report subscription in lightning in the next few releases: https://success.salesforce.com/ideaview?id=08730000000Brb6AAC

    Thanks for your patience,
    Anusha

Petr Beran

10 years ago

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