If you really want to share report to list of non SFDC users, you may want to create a group email id and assign this email id under a SFDC user. Now let your schedule report sends email to the user which has group email id. Share
Full Answer
How to send report results to non Salesforce users by email?
A good tip here is to set up the report with your own email, click Send Now, make sure it looks like you want. Then change the email addresses to the client’s or whoever you want it to go to and set up the schedule. Send report results to non Salesforce users by email
How to send refreshed report results in Salesforce lightning experience?
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.
Can anyone get my reports without a Salesforce license?
So you can ensure that anyone can get your reports without the need of having a Salesforce license. All you need to do is add one or multiple email addresses when editing your report. Be aware that this needs to be filled out before you click Send Now or else it doesn’t go to anyone.
What is the report sender app in Salesforce?
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. So you can ensure that anyone can get your reports without the need of having a Salesforce license.
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.
Can you send Salesforce reports to external users?
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 email a Salesforce report?
Report on Email MessagesFrom 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.More items...
Can I schedule a Salesforce report to external email?
Email the report to additional users. You can send reports only to email addresses included on Salesforce user records....Required Editions and User Permissions.ChooseToSave report modifications with this scheduleSave both the report schedule and changes you made to the report.1 more row
How do I share a report with a community user in Salesforce?
Select All Folders. Hover over the folder you want to share with the Partner Community, click the pushpin icon, and click Share. Select the Public Group(s) you'd like to expose the folder to. Click Share then Done.
How do I give a report access to a community user in Salesforce?
Select this option to give external users with Partner Community or Customer Community Plus licenses and the “Run Reports” permission, access to report options on the run report page. Select to let customer users access notes and attachments on accounts and contacts.
How do you email a report?
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...
How do I send a report as an attachment in Salesforce?
From the Reports tab or from the report run page, click. | Subscribe.Click Attach File.Choose to attach a Formatted Report ( . XLSX ) or a Details Only ( . ... If attaching a details only ( . CSV ) file, optionally choose an encoding.Click Save. ... Click Save.
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.
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.
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.
How do I automate a report in Salesforce?
Go to Reports Tab.Now select the report to which you want to schedule.Click on the Report name to edit in detailed mode.Now click on Run report pick list and select Schedule future Runs as shown above. ... Click on Schedule Future runs.Select unschedule report button to cancel. ... Click on Scheduled jobs.More items...