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Overview
CloudAnswers Report Sender is a 100% free application that runs natively inside your Salesforce org. To unlock some additional features, sign up for Report Sender Plus.
Report Sender comes with a 30-day trial of the Plus or Premium features. To avoid any interruption in report delivery, activate it before the trial ends.
CloudAnswers Report Sender
The free version of Report Sender is 100% free - schedule any number of reports (within your Salesforce limits) and use it for as long as you want.
Schedule any Salesforce report to be sent via email
The report is attached as a CSV file
Enter a text or HTML email of up to 255 characters
Send to any email address
Schedule the report to be sent on a regular basis
Report Sender Plus Version
Report Sender starts with a 30-day free trial of Plus but requires a subscription to continue using Plus features after 30 days. Visit the AppExchange for the latest pricing information, sign up on our website, or contact us at [email protected] if you'd like an order form or non-profit pricing.
Subscribing to Report Sender Plus unlocks the following benefits:
Send reports as an unformatted XLS, formatted XLSX file, or embedded in the email.
Additional formatting options and 32k character emails allow for more options on the email message.
Skip sending reports if there is no data.
Remove the "Sent from CloudAnswers Report Sender" footer from emails.
Send Joined reports.
Ability to choose the From address for the emails. You can choose from the user that scheduled the report, the running user for Report Sender, or any org-wide email address.
Ability to customize how many retries the schedule does if it encounters a Salesforce error.
Report Sender Premium Version
Report Sender starts with a 30-day free trial of Premium but requires a subscription to continue using Premium features after 30 days. Please contact us for pricing and an order form to procure a Premium license. You can contact us via email at [email protected] or schedule a call with our team to discuss pricing and procurement needs.
Subscribing to Report Sender Premium unlocks the following benefits:
All features from Report Sender Plus.
Dynamic Filtering allows you to send one report to multiple recipients and filter it differently for each recipient.
A component you can put on your Lead, Contact, or other record pages so you can see which reports are being sent to that recipient and manage report schedules.
Premium is required if your company has any legal or advanced security needs:
Custom security risk assessments.
Assistance with procurement and addendums to our subscription agreement
Due to the different options with Premium, a quick call will allow us to ask all the questions and give you a quote.
Questions? Start a chat or email [email protected]