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Topics#Reports & DashboardsLolo tr's Question
Lolo tr asked in #Reports & Dashboards
Dec 10, 2013, 12:16 AM

schedule and send reports

I have a specific requirement about sending reports. I need to schedule reports to be sent daily in a non-editable format (e.g. PDF) and, if possible, in a more readable format than the one deliver by the Scheduler Report feature or as an excel sheet.

 

Is there any way or app that can meet this requirement?

 

Thanks!
3 answers
  1. Hira Lee (CloudCertitude)
    Jun 14, 2014, 8:00 AM
    I created free utility which allows Salesforce User to select Schedule Dates, Reports and Users to whom the report output needs to be sent as CSV attachment.

     

    Application is available @ https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000Iq70

     

    Once installed, navigate to Report Schedule tab and specify the report.

     

    I created free utility which allows Salesforce User to select Schedule Dates, Reports and Users to whom the report output needs to be sent as CSV attachment.

     

    As of now, application supports daily export of report as CSV by scheduling Apex Job at 10 PM (Org time zone). Over period of time, I plan to enhance free application and you all are requested to share feedback on improving product.
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