In my company we have reports that do finance forecasting of our agents. Finance currently manually sends out the reports to the business on the "Working Day 5" of each month (does not include Weekneds/Public holidays).
However it looks like in Salesforce it's not possible to schedule reports based on a Working Day.
Am I missing something here or is this actually a limitation of Salesforce? Is there any workaround? Any APEX workaround possible?
Finance was also asking if it's possible to include custom email along with the scheduled report but as far as I know, Salesforce does not allow you to do this. Any workaround for this available?
Thanks!
Krishna
1 answer
Hi @Krishna,
yes it's not possible to schedule reports based on a Working Day.
we can Schedule it for only Daily, Weekly, Monthly.
we can't have the option to exclude weekend and select only Weekdays.
Hope it helps.
