In this version, we add support for sending your beautiful lightning dashboards and a secure way to send files. We have also made it easier to copy and paste recipient emails, improved dynamic filter support, and updated our BCC field for those using BCC compliance in Salesforce.
Release Schedule
October 16, 2025 - Available on the AppExchange.
October 17, 2025 - Automatically pushed to all sandboxes.
October 27-November 7, 2025 - Automatically pushed to all production orgs.
Can't wait? Upgrade now from the AppExchange.
Release Notes
Updated Scheduled Reports Lightning Component
Want to easily see which reports someone is setup to receive? Our lightning component now works in all versions, and shows all schedules. Add it to your contact or people page and you'll immediately see all schedules that someone is receiving based on their email address or record id.
Dashboard Delivery
Available in Plus and Premium versions
You can now schedule Salesforce Dashboards to be emailed as embedded images — a major upgrade for visual reporting.
Features:
Dashboard images are embedded directly in the email body for maximum readability.
A customizable image width setting allows you to choose the optimal width for your dashboard to look its best.
A new "Dashboards" tab in the app makes it easier to view your dashboards and then switch to Report Sender to send them.
Example Use Cases:
Sales Executives can receive monthly performance dashboards without logging into Salesforce.
Customer Success Managers can monitor key account health metrics visually via scheduled emails.
Partners can be notified about key co-marketing or sales progress.
For more information, see the dashboard delivery article.
Secure File Sharing with Email Verification
Available in Premium.
If you're sending sensitive data and want to ensure it reaches only the intended recipient, consider our new secure file sharing option.
Features:
Recipients receive a link to download the file.
The system uses a one-time password (OTP) to verify that the recipient is authorized.
All of this is done natively in Salesforce with an easy one-time setup.
Example Use Cases:
Executives receiving confidential sales forecasts or board-facing summaries.
Partners or clients outside your Salesforce org receiving reports that should not be forwarded or accessed casually.
Organizations that need to send sensitive information or meet compliance requirements.
See the Secure File Sharing article for more info.
Copy and Paste Recipient Emails
Available in all versions
You can now copy and paste emails into the recipient fields. If you've been sending reports from your own email program, you can now simply copy the recipients and paste them into Report Sender. Or copy recipients from one schedule to another.
Custom Fiscal Period Schedule
Available in all versions
Are you using a custom fiscal period in Salesforce? If so, you can now schedule reports to align with it.
Email Templates
We've added support for email templates. This solved several things people had requested:
Merge fields
Images in emails
Hyperlinks in emails
See the article on email templates for more information and tips.
Bug Fixes and Minor Improvements
We've also improved in a handful of other areas:
When using the Send Now option, it confirms what you're sending and the recipients to make it clear who will receive the report and whether or not it will be filtered.
If the report schedule owner (Scheduled As) is changed, a notification is now sent to the new owner. This is done for security reasons, so that a user cannot schedule a report as someone else without their knowledge.
When editing a schedule before authorizing Report Sender to access the reporting API, we fixed an issue with the error message to help people resolve this on their own.
For filtered schedules, the default query for adding multiple recipients also filters out records that don't have a value in the filter value field.
We have cleaned up some of the error messages to help users identify the issue more quickly.