This is a special release in which the timeline is dictated by Salesforce's change to its security policies.
Release Schedule
June 19, 2026: v3.31 pushed to sandboxes
June 23, 2026: v3.32 available on the AppExchange
June 24, 2026 - June 31, 2026: v3.32 pushed to production
Release Notes
Multiple Reports and Dashboards in One Email
Plus and Premium Edition
Don't we all want fewer emails? Well, now you can cut down on extra emails and include multiple reports or dashboards in one email. For example:
Send someone a dashboard via email and attach a few key reports so they can review the details.
Send yourself all the things you need to act on at the beginning of the week. For example: leads to call, tasks to complete, opportunities to close.
Help prep for recurring meetings by sending all the reports needed to the meeting recipients. Great for business reviews, board meetings, team planning meetings, and more.
Reporting API calls and emails are still subject to Salesforce limits, so please review them before sending many reports or very large reports.
FAQs
Can I send reports and dashboards together? Yes, you can send reports and dashboards in the same email.
Can I include multiple reports and dashboards in the email body? In this version, you have to choose one report or dashboard to be in the email body; the rest will be sent as attachments.
Can I filter the reports? For premium edition customers, the dynamic filter still only works with single-report schedules.
I'm on the free edition but have the beta enabled, will I lose this? Thank you so much for being part of the beta. We will be contacting beta users directly to discuss your options if you're on the free version. It will not stop sending these emails immediately.
Changes for Report and Dashboard Security
All Editions
This version supports Salesforce's upcoming security changes:
This change required switching several endpoints we use to generate the reports. You may notice minor changes in the file formats due to discrepancies between endpoints. Known changes:
All formats now support row-level formulas. Previously, CSV and XLS did not show them.
Details only XLSX will now show report information, including the name and filters.
Manage Users Easily
All Editions
Manage users more easily - quickly see who has permission, who has authorized Report Sender, and whether or not they've verified their email from the new Manage Users page on the Report Sender Settings tab.
This page combines several Salesforce settings - permission set assignments, OAuth token status, and email verifications into one simple page so it's easy to see permissions.
This page is only visible to users who have both the CloudAnswers Report Sender Admin role and the Salesforce permission to Manage Users.
This page does not show users who have been granted access to Report Sender with customized profiles or custom permission sets.
It is designed to work with the packaged permission sets. We recommend avoiding custom profiles or permission sets, as they are not automatically upgraded as we add additional features.