CloudAnswers Report Sender

Highlights

• 💌 Share reports and dashboards to any email address, Contact, User, or Public Group.
• Send reports in CSV, XLS, XLSX, or embedded in the email.
• 🕦 Schedule hourly, daily, weekly, monthly, quarterly, based on your fiscal periods, or annually. You choose the schedule.
• 📈 Send your beautiful lightning dashboards to anyone (Plus and Premium edition)
• 📨 Dynamically filter reports for a list of recipients. Send reports to customers, partners, or users without cloning the report dozens of times.
• 💬 Fast customer support via chat or email. Phone and video support for subscribers.
• 🔐 Secure application running entirely on Salesforce resources - trusted by thousands of companies.
• ⛓️‍💥 Go beyond Salesforce report subscription limits
• 🐿️ Organic, all-natural, and free-range (Kidding, but thanks for reading all of our highlights)

What CloudAnswers Report Sender does

Have problems sending data to top management, distributors, operations, partners, clients, or any other list of key recipients outside of Salesforce? Frustrated with the Lightning report subscription limitations?

Report Sender allows you to select any of your Salesforce reports or dashboards to be sent to any email address on the schedule you choose.

Reduce the number of reports and maintenance requirements associated with distributing the same or similar reports to hundreds of recipients.

We take your security seriously!

Report Sender uses Salesforce and Heroku to send reports and dashboards, so your data never leaves the ecosystem until it's sent to the recipients you choose. The reports are sent using the visibility of the user who scheduled them, so you know exactly what data they will contain.

Install it now and start sending reports in minutes. Choose any existing Salesforce report or dashboard, set your schedule, define the email content, test it, and you're done.

Screenshots