Feature Guides
How to use certain features in Report Sender
9 articles
- Date and DateTime Merge FieldsUsing Date and DateTime Merge Fields in CloudAnswers Report Sender
- Using Email TemplatesHow to use email templates in Report Sender
- Dashboard DeliveryInformation about how dashboard delivery works with Report Sender.
- Secure File SharingWant to send a report or dashboard but in a more secure way than a file attachment? Here's how secure file sharing works.
- Secure File Sharing - SetupThis guide walks you through creating a Salesforce public site and assigning the permission set to users to share files securely.
- How to Use Dynamic FilteringSend one report to multiple recipients and filter it uniquely for each one with dynamic filters.
- Scheduled Reports Lightning ComponentSee what reports someone is receiving right from their record page.
- Embedding Dashboards in an EmailIf you want to show a dashboard in an email instead of as an attachment, read this article to verify your Salesforce settings.
- Restricting Domains for RecipientsWant to make sure your reports are only sent to certain emails and domains? Set up safe list or block list values to restrict the recipients.