This article will guide you through installing and sending your first report with Report Sender
1. Install 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.
2. Assign the Permission Set
If you didn't install for all users, you should assign the "CloudAnswers Report Sender" permission set to the users you want to grant access to.
Setup > Administration > Users > Permission Sets
Then open the "CloudAnswers Report Sender" permission set.
Click the "Manage Assignments" button and add the relevant users:
3. Go to the "Report Sender" tab
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":
If you get an error when trying to open the ReportSender tab that looks like this:
That means your Salesforce org needs to enable "My Domain". Go to setup and search in the left navigation bar for "My Domain" to set it up. All lightning apps will fail until this feature is turned on. Here is the official documentation from salesforce on the topic: https://help.salesforce.com/articleView?id=domain_name_overview.htm&type=5
UNFORTUNATELY if you got to this point and installed Report Sender before fully activating My Domain, you will need to uninstall and reinstall Report Sender for our pages to show up in your org. It is a lightning platform bug and there's no other way around it at this point.
4. Activate report sender
The report sender depends on a scheduled job to ensure that your reports are sent. The scheduled job is activated using the switch in the top right corner of report sender. If you don't have it 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 in the future.
5. Schedule some reports
Now you're ready to schedule some reports. Just click New Schedule, fill out the fields, and click Save.
To test it, make sure the emails that are in the Report Schedule are ones you can check (or change it to your email), and then click Send Now.
Warning: sandboxes have emails disabled by default. If you are testing report sender in a sandbox, make sure to set Deliverability to "All Email". More details.
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].