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 login 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.
Setup > Administration > Users > Permission Sets
Then open "CloudAnswers Report Sender" or "CloudAnswers Analytics delivery Engine" (depending on your version).
Click the "Manage Assignments" button and add the relevant users:
3. Find 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 waffle (that's the official name, but some people call it a
"dialpad") 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.
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 setup the CloudAnswers Report Sender. You can schedule reports and they will be sent automatically.
Any questions? Use the chat widget in this page or in the Report Sender app (the chat widget can be found on the right side, just like this page).