Report Sender contains a single hourly job that sends your reports. This job runs every hour no matter when your reports are scheduled.

How Is It Created?

This job is created when you activate Report Sender. The Running As indicator on the Report Sender tab tells you who activated Report Sender and which user is being used to execute the job. The Running User is typically the admin that installed Report Sender but can be any user that can see all of the Report Schedules. To change the running user, just have the new user deactivate and reactivate Report Sender.

What does It Do?

During the hourly schedule the job does the following actions:

  • Identifies any schedules that should have been sent but were not. This happens when systems are overloaded, if the salesforce schedulers are running behind, if the reporting systems are not responding, or if your report was temporarily broken during the normally scheduled time. You can control this with the Retry If Failed option on each report schedule.

    • Logs in as schedule owner(s) and retries these schedules if it has not exceeded the number of retries specified in the schedule.

    • Sends reports if they succeed.

  • Identifies any schedules that are scheduled for the current time.

    • Logs in as schedule owner(s) and sends any scheduled reports that should be run.

  • Records the last run time (or last failure) of each schedule that was attempted.

How Do I Check If It's Running?

There are a few ways to check on the job:

  1. On the Report Sender tab, check if it's Active in the top right corner.

  2. In Salesforce Setup, go to Schedule Jobs and look for Analytics Scheduler.

  3. In Salesforce Setup, go to Apex Jobs and look for completed ReportExport jobs. If you just activated Report Sender, these will not show up until the end of the hour.

Why Hourly?

You might ask, why not just schedule a job for when I schedule my reports? There are a few reasons:

  1. That would not allow the job to reliably retry failed reports.

  2. Users with hundreds of scheduled reports would easily hit salesforce limits around the number of scheduled jobs, concurrent jobs, etc.

  3. Our report sender executes reports one at a time to prevent overload of the salesforce reporting system.

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