Peeklogic Report Sender PRO

Highlights

• Schedule Send Reports, Dashboards or List Email
• Schedule Salesforce Report in PDF, XLS, XLSX, CSV, HTML Formats
• Schedule Reports and Emails Daily, Weekly, and Monthly
• Schedule Emails to Salesforce Leads, Contacts or External Email Addresses
• Create Report Schedule through Approval Process

What Peeklogic Report Sender PRO does

Peeklogic Report Sender PRO sends Salesforce reports, dashboards and emails to anyone, inside or outside your org — by email or to your own API endpoint, on a schedule or right away. Recipients don't need a Salesforce license.

- 100% native: runs inside Salesforce, no third-party servers

- Excel (.xlsx, .xls), CSV, PDF and HTML attachments; dashboards as PDF

- Daily, weekly, every other week or monthly (by date or weekday), in your time zone or UTC

- Send to any email, or to Contacts and Leads pulled from a report or list view

- API method: post report data to your endpoint on every run

- Per-schedule report filters without changing the original report

- Manager approval before a schedule starts sending

- Password-protected attachments and removable Peeklogic branding

- Send history for every run, with the reason for any failed send

- Unlimited schedules

Already using the Free version? Install PRO and move your schedules over with one button: Migrate From Free.

Note on Salesforce Step-up Authentication: Report Sender PRO exports reports through the Salesforce API, so attachments arrive as real Excel files. Update to the latest version and make sure the Report Sender Connection t

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