Editing of Email Messages for schedule reports and dashboards - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
70  Points
Idea has been posted. Give it an upvote or downvote.

Editing of Email Messages for schedule reports and dashboards

Operational Reporting

We have many reports and dashboards that are scheduled for automatic delivery to users.  It would be wonderful to add a email message field that we could edit specific to that report or dashboard to aid if the more efficient use of the information. 

You are receiving this email on a monthly basis.  This dashboard shows the capture rate percentages and trends for the Americas geography.  Please click on the dashboard to view filters options in Salesforce.  In addition, once in Salesforce, you can view the data behind the dashboard by click on the graph."

I'm sure there are many other reasons to have such an ability when scheduling reports and dashboards.

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.