Create an Email Activity Report in Salesforce.
- 1. In Salesforce, click Reports > New Report.
- 2. Select Activities > Tasks and Events and then click Continue.
- 3. Click the Filters tab in the left hand menu.
- 4. Change the Show Me filter to All Activities and click Done.
- 5. Click the Date filter and select a date range to report on and click Apply.
- From Setup, in the Quick Find box, enter Report Types , then select Report Types.
- Click New Custom Report Type.
- Select Email Message as the Primary Object. ...
- Optionally, select a secondary object from among these options and save the report.
Where does the refreshed report go in Salesforce?
When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings. If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record.
Who can I email Salesforce reports to?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. You can send reports only to email addresses included on Salesforce user records.
How to create a Salesforce report?
1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click ... 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items
How do I send reports to subscription email addresses only?
You can send reports only to email addresses included on Salesforce user records. When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
How do I automatically report emails in Salesforce?
0:000:48How to automatically email report in Salesforce lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to my guide. Urgh. Welcome to my guide in this guide we will learn how to automaticallyMoreWelcome to my guide. Urgh. Welcome to my guide in this guide we will learn how to automatically email report in Salesforce lightning to your team and manager. Click on reports. No drop-down arrow next
Can Salesforce automatically send reports?
You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don't have to remember to log in and do it yourself.
How do you send a report through email?
Send a Report as an AttachmentWith the report open, click File > Send as Attachment to display the Send as Attachment window.In the To box, enter the email addresses of the recipients (separate multiple email addresses with a comma).Edit the Subject and Message if you want to personalize these from the defaults.More items...
Can Salesforce send report to external email?
You can send reports only to email addresses included on Salesforce user records. Per Subscribe to Get Refreshed Report Results in Lightning Experience, When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
How do I share a report in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
Can you email Salesforce reports to non users?
Send report results to non Salesforce users by email With our Report Sender App you can send reports to any email address including non-Salesforce users. The recipient gets the report as an attached file in user friendly Excel format.
What are the two option for reporting to an email?
Two options are available: Synchronous: email will be sent as soon as the report document has been generated. Email processing: email will not be sent, but it will be stored in the Email sending status table. Email will wait in a queue in order to be processed by Email distributor batch.
How do you email weekly reports?
Include the following:Brief Summary. The top management can't remember everything all the time so it's best to always give a summary of your project's objectives.Date. The aim here is record keeping. ... Daily Deliverables. ... Headline. ... Tasks. ... Results. ... Challenges and Roadblocks. ... Action Items For Next Week.More items...•
How do you email a report to your boss?
How to write an email to your supervisorDecide on your reason for writing the email. ... Add a relevant subject line. ... Include a greeting. ... State your reason for the email. ... Provide an explanation. ... List actions you need your supervisor to complete. ... Add a closing. ... Include a signature.
How do I share a Salesforce report externally?
If you want your external users to create or edit reports in a privately shared folder, grant them Viewer access on the folder. next to the folder you want to share, then select Share. Note Partner and customer users can't create, edit, or view reports in the Unfiled Public Reports folder.
How do I send an email from Salesforce dashboard?
Required Editions and User PermissionsSelect the dashboard page or widget that you want to share.Click Share, and then click Email. Enter the recipient's email address (1), and select the format (2). Enter the subject (3). The name of the dashboard or page is used by default. ... Click Send.
Who can subscribe to Salesforce report?
For Platform users, the admin must enable subscriptions. To subscribe a user, group, or role to a report, the folder containing the report must be shared with the user, group, or role. Each subscription supports up to 500 recipients. Each recipient is a single user, role, role and subordinates, or group.
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How to Create a Salesforce Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
