how to send reports in salesforce

In the following I’d like to walk you through how easy you schedule reports with the Report Sender App:

• Start by clicking on your App Launcher, which is the icon in the top left of your Salesforce dashboard (see the yellow...
• Click on the CloudAnswers Report Sender box and we will begin to schedule your report. The report automation saves time...

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

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.

How often should I run the report in Salesforce?

Schedule how often (every weekday, daily, or weekly) and when to evaluate for your conditions. For example, run the report every weekday at 7 a.m. Select one or more notification types. Send an in-app notification in the Salesforce app

How do I schedule a report in Salesforce cloudanswers?

Start by clicking on your App Launcher, which is the icon in the top left of your Salesforce dashboard (see the yellow arrow on the below screenshot). This will pop open a window with all your available apps. Click on the CloudAnswers Report Sender box and we will begin to schedule your report.

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How do I send a report via email in Salesforce?

Required Editions and User PermissionsFrom 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...

How do I automatically send a report in Salesforce?

On the Reports tab, click a report name.Click Schedule Future Runs from the Run Report dropdown menu. ... On the Schedule Report page, specify a running user who has access to the folder where the report is stored. ... Select an email setting. ... Set the frequency, duration, and time for running the report:More items...

How do I share a report in Salesforce?

Sharing Content with Other UsersNavigate to the Reports tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Report Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

How do I 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.

Can you send Salesforce reports to non users?

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.

Can Salesforce reports be sent 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.

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.

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 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 access to a community report in Salesforce?

Enable Report Options for External UsersFrom Setup, enter Digital Experiences in the Quick Find box, then select Settings.Select Enable report options for external users .Click Save.

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.

Workarounds

If you review the above settings and you're still not able to add the User to the Scheduled Report list, here's what you can do:

Scheduling to recipient by creating a Public Group

1. Create a Public Group ( Setup | Manage Users | Public Groups) with the individual users added.

Temporarily convert the Dashboard Folder to "accessible by all users"

Users can then be selected for the scheduling. After the scheduling is saved with the specific users, convert the folder back to "This folder is accessible only by the following users."

What is folder sharing in Salesforce?

Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.

What is a good report?

A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.

How to show snapshot in dashboard?

Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.

How to enable feed tracking in dashboard?

Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.

What happens if you create a folder before analytics?

If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.

Do all users have access to dashboards?

All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...

Can each user have access to a dashboard?

[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...