This article will guide you through installing and sending your first report with Report Sender.

Navigate to our listing on the Salesforce AppExchange and click the "Get It Now" button.  It will ask you to log in to authorize the installation.

Report Sender AppExchange Listing

By default, Report Sender lets everyone with the Report Sender permission set edit all of the schedules. If you'd like to change this, see our article on customizing the sharing settings.

Assign the "CloudAnswers Report Sender" permission set to the users you want to grant access to.  

Navigate to: Setup > Administration > Users > Permission Sets

Then open the CloudAnswers Report Sender Admin permission set.

Click on Manage Assignments. Assign it to the user or users that will be in charge of administering Report Sender including activating it/deactivating it and making other org-wide changes.

Then open the CloudAnswers Report Sender permission set.

Click the "Manage Assignments" button and add the users that will be using Report Sender:

If you're trying out the dynamic filter feature or are already a Premium subscriber, you'll want to add the Report Sender component to any objects you might use as recipients, such as Leads, Contacts, Accounts, or custom objects. The Lightning Component only shows a schedule if the record is a recipient record in a dynamically filtered Report Schedule.

To add the lightning component, go to any record page or the lightning pages section of an object in the Object Manager. Edit the lightning page and drag the Report Sender component wherever you'd like it on the page. We recommend putting it in a Report Sender tab since it is not usually needed every time you look at a record. Save the page, and you're done. To see report schedules in the component, start by setting up a report schedule with a dynamic filter.

From the component, you can manage any report schedule related to the record. If you have further questions, reference this article, or don't hesitate to reach out!

The Report Sender app includes a new tab called "Report Sender" which you can find in your waffle menu.  Click the App Launcher button or waffle (that's the official name, but some people call it a "dial pad") and search for "report sender":

The report sender depends on a scheduled job to ensure your reports are sent. The scheduled job is activated using the switch in the top right corner of Report Sender. If it isn't activated, we'll warn you with a red bar across the top of the page.

Tip: Report Sender only needs to be activated by one user. This user should be a system admin or a profile with the "view all data" permission in case you make report schedules private.

Now you're ready to schedule reports. Just click New Schedule to get started.

When you create your first schedule, you will be asked to provide access to the reporting API. This is required for Report Sender to export the reports from the reporting API.

Once you've approved access, you can fill out the fields to create your schedule.

To test your schedules, use the Preview button at the bottom of the new schedule page.

Warning: Sandboxes have emails disabled by default. If you are testing Report Sender in a sandbox, set Deliverability to "All Email." More details.

If you want to use the Plus features, you can subscribe to Plus on the website or contact us if you need nonprofit pricing or have special payment/procurement steps. If you're interested in Premium, contact us for an order form or to discuss your needs.

You have completely set up the CloudAnswers Report Sender.  You can schedule reports, and they will be sent automatically.

Any questions?  Use the chat widget on this page to start a conversation, or email us at [email protected].