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Girish Madurai

Scheduling reports and publishing it like an attachment

Reports & Dashboards

Is there a functionality that reports which are scheduled to be sent to a SF User sent along with an attachment (excel spreadsheet).
I know that a link is sent with the email to access the complete report but it would add value if an attachment also is sent to directly work and forward the same spreadsheet to a non SF user. Also, noticed that the number of records being published in an email is only 2000 records. In order to get the complete data, the SF user has to access the link which will direct it to the SF and respective report making it a cumbersome.

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Girish Madurai

7 years ago

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