Report Sender
Send reports to anyone.
82 articles
- Report Sender Installation Guide
- Create and schedule reports in Salesforce
- Report Sender Edition ComparisonThe differences between free, Plus, and Premium editions of Report Sender
- Report Sender Security and Data PrivacyQuestions about how Report Sender security works?
- Sharing Report Schedules in Report SenderOptions on limiting sharing of report schedules
- Report Sender with Lightning Web SecurityAre you getting "A Component Error has occurred!" while using CloudAnswers Report Sender?
- Report Sender FAQSummary of common issues and how to fix
- Why does Report Sender ask for my Permission?Learn how Report Sender authenticates as you to send reports.
- What does the report sender do every hour?
- Nonprofit PricingNonprofits receive 50% off! Contact us for an order form.
- Report Sender ICU Locale FormatsEnabling ICU Locale Formats with Report Sender
- Salesforce Security Change: Step-Up Authentication for Report ActionsImportant updates about the Salesforce security change for Reporting
- Report Sender LimitsWorried about very large reports? Here are the details...
Feature Guides
How to use certain features in Report Sender
- 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.
- Merge Fields for Dynamic RecipientsDynamically filtered schedules let a single schedule send a personalized report to many recipients at once, each one filtered to their own data. This article covers how to personalize the…
- Report Sender CSV Newline/Linebreak
- Report Sender oAuth IP RestrictionsEnable Report Sender for users in IP-restricted profiles
- Email Log FilesNot getting your emails from salesforce? Here is how to check if the emails are leaving your salesforce system.
- Reports failing due to Read Timed OutWhat to do when you get the Read Timed Out error
- Error: Joined Reports are not supported for exportDid you receive an error report with this message? Here's how to fix it.
- Troubleshooting Error in Exporting ReportDid you have a report that failed to send? Start here for typical troubleshooting steps.
- Report Sender - Change "Scheduled As" for Report ScheduleThe Scheduled As user is important for a couple of reasons. This article explains why and how to update the Schedule Owner.
- Reports Attached as HTML Links instead of actual filesAre you receiving Report Sender emails with HTML links but you want to receive the actual files?
- Report Schedule Stopped Working - Change Of OwnerYou have a Report Schedule which was working fine until you changed the owner of that record.
- Not Receiving Report Sender Emails?If the report sender is running and you don't get emails, try these steps to figure out the issue.
- Authentication Error when Users Try to Schedule a ReportWhat to do when your users try to schedule a new report and get an authorization failed error.
- Don't See Report Sender Tab in Lightning after InstallationJust installed report sender and can't find the tab? Check if you've forgotten to turn on My Domain
- Insufficient Privileges When Opening Report Sender TabHow to resolve an insufficient privileges issue.
- Insufficient Privileges When Sending a ReportWhat to do if you get an insufficient privileges error when sending a report.
- Connected App Installation - OAuth ErrorsIn September 2025, Salesforce changed requirements for connected apps. Here's what to do if you're having trouble creating your first schedule due to an authorization issue.
- Enable Content DeliveryReport Sender uses content delivery to embed dashboards in emails and to share files securely. Here are the instructions on how to set it up correctly.
- Report Export- Session Expired or InvalidIf you're getting an invalid session ID error, read this article for information and the solution.
- Access to User External CredentialsGetting the error "You don't have read permissions on the User External Credential object?"
- Report Sender v1.40As report sender continues to be installed in more and more orgs around the world, we've been making report sender more robust.
- Report Sender v1.41Updated grouping and filtering to make it easier to manage large groups of reports, plus a few stability improvements.
- Report Sender v1.43Report Sender fixes for error handling on blank reports
- Report Sender v1.48 - Embedded Reports and Report Size ImprovementsRelease Notes for 1.48 - embedded reports, improved limits, and more.
- Report Sender v1.57 patch
- Report Sender v1.59 Patch Release
- Report Sender v1.61Happy Summer '21
- Report Sender v1.67Patch fix for 1.65
- Report Sender v1.68Improvements for managing large number of reports
- Report Sender v1.69Limit retries and some bug fixes
- Report Sender v1.70
- Report Sender v1.71Patch for v1.70
- Report Sender v1.72In 1.72 you get the ability to clone schedules, a bunch of fixes, and improvements to error handling.
- Report Sender v1.73 - August '23 Major ReleaseA bunch of improvements for Report Sender users
- Report Sender v1.74 - August '23 PatchFixes for version 1.73
- Report Sender v1.75 - August '23 PatchFixing bugs related to Report Sender v1.73
- Report Sender v1.76 - August '23 PatchAdjustments to blank report check, fix reauthorization errors, and fix for the date and date/time merge fields.
- Report Sender v1.77 - September 2023Cleaning up some minor issues from 1.73
- Report Sender v1.78 - September 2023 patchFixing time zone issues
- Report Sender v1.79 - December 2023
- Report Sender v1.80 - January 2024Fix for CC and BCC not working
- Report Sender v1.81 - June 2024Some of our most requested enhancements from the past year. Search report schedules, table borders on the email embeds, and more.
- Report Sender v2 - October 2024The latest version of Report Sender introduces the ability to dynamically filter reports, easily view logs, preview schedules, and more!
- Report Sender v2.4 - November 2024Some improvements to managing hundreds of recipients on filtered schedules, fixes to table borders in emails, and error handling.
- Report Sender v2.5 - November 2024A fix for cloning and editing inactive schedules with a filter.
- Report Sender v2.9 - February 2025Improvements to dynamic filters and final updates for ICU locale formats.
- Report Sender v2.23 - May 2025Updated user interface and several small changes to make Report Sender even easier to use.
- Report Sender v3 - October 2025Dashboards, secure file sharing, and more!
- Report Sender v3.5 - November 2025Minor updates to Dashboard Sending
- Report Sender v3.7 - November 2025This version fixes a test case that was failing in orgs that have encryption enabled.
- Report Sender v3.9 - December 2025Added support for orgs without content deliveries
- Report Sender v3.12 - January 2026
- Report Sender v3.17 - March 2026A new version with the latest beta for sending multiple files.
- Report Sender v3.19 - March 2026Improvements to the Report Sender Layout
- Report Sender v3.21 - May 2026New settings page and user walkthrough
- Report Sender v3.25 - May 2026Updates to our connected app security.
- Report Sender v3.27 - May 2026A minor patch to fix a few edge cases related to the security updates
- Report Sender v3.31 - v3.34 - June 2026Handling for Step-up authentication, sending multiple reports, and managing users.
- Report Sender v3.35 - June 2026Updated permissions for the Manage Users page
- Report Sender v3.36 - July 2026Patch release for occasional errors
- Report Sender v3.38 September 2026This release brings a new formatted email body send format, a better email template workflow with merge fields for filtered recipients, unlimited-length CSV/XLS exports, automatic cleanup of old report files,…