Create an Email Activity Report in Salesforce 1. In Salesforce, click Reports > New Report 2. Select Activities > Tasks and Events and then click Continue.
- 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.
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.
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.
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 create a report on all activities in Salesforce?
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. 6.
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 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 you share a report by email?
Guidelines for Writing Email ReportsUse the Subject line to Introduce Your Email Report.Develop a Format for Writing Your Email Report.Focus on Relevant Details in Your Email Report.Proofread Email Reports before Sending Them Out.Introduction.Body.Writing Email Reports' Conclusion.
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.
Can I send report to non Salesforce user?
Currently we can schedule report only for the salesforce user. To schedule a report to non salesforce user we need to user other app exchange tools.
How can I send a report?
1:482:24How to Send Daily Reports - YouTubeYouTubeStart of suggested clipEnd of suggested clipGo to the report page by clicking on issue report select a report from the quick report. List clickMoreGo to the report page by clicking on issue report select a report from the quick report. List click on send selected report define the recipients.
How do you email a work report?
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.
What does CC and BCC mean in email?
CC stands for "carbon copy." BCC stands for "blind carbon copy." When you put an email address in the CC or "carbon copy" field it means that a copy of the email you are sending will also be sent to that address.
How do I create a report in Salesforce?
To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.
Who can access private reports in Salesforce?
All reports and dashboards in this folder are only visible to yourself; no one is supposed to be able to access, change, or delete the reports and dashboards in this folder.
How do I control access to reports in Salesforce?
Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.
Sending Report As Attachment in Salesforce
Recently my team got requirement to send report as email attachment to external users. This blog will show number of ways we can send report as attachment in email.
Create attachment using SOQL and add data as attachment
We can create CSV from data which is queried using SOQL. Then we can send that generated CSV file as attachment. Let us take example we need to share all account detail which are opened using our custom API . Here is code which will be used to share email with above mentioned data.
Create attachment using Apex from standard report
We can send standard report as attachment as well. For this first create standard report and get report Id to be used in apex code.
