In this release, we're adding several of our most-requested enhancements - CC/BCC, date/time merge fields, and additional schedule options! Report Sender is also getting some bug fixes to make sure your reports get delivered exactly when and how you expect them.
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Can't wait? Upgrade now: Sandbox | Production

One of our most requested features is now available! You can now use a merge field to insert the current date or date/time into the email subject or file name when the email is sent.

See the Date and DateTime merge fields help article for full instructions.

Want to get a report every hour during the work day - now you can! Or maybe you need a quarterly deal report delivered at the end of the quarter. How about some annual financial metrics delivered just when you need them to close out the books? Whatever your situation, we probably have a schedule that works for you.

When setting up an hourly job, you can choose the start and end times and which days it should run. So if you really need the updates all day, every day, you can do that.

For quarterly schedules, we let you choose the first or last day of the quarter. Remember to set up your report properly to match whatever you choose here - if you choose the first day of the quarter, but your report says "Current FQ," that works if you're reporting on something like upcoming Campaigns but probably won't work well if you are reporting on records created or something backward-looking. Here's a quick cheat sheet:

If you want to look back in time:

If you want to look forward in time:

Annual schedules are pretty simple - choose what time of day and day of the year you want it to send. And then wait until that special day comes around again.

You can now send to any Email Address, Contact, User, or Public Group. You can even mix and match - send to a public group and some emails, send to some contacts and users - it's all up to you now.

Now when sending emails, you have access to the standard recipient email fields - To, CC, and BCC. BCC is a great way to send to multiple recipients without sharing emails with each other or to add on a compliance email that gets a copy of every report. You can even BCC yourself to make sure the schedule was set up correctly.

Note: If you're using the Salesforce feature for compliance emails for all emails, we cannot detect this, so it is up to you to check this setting or test using the BCC first.

Previously, Report Sender only came with one permission set and this was assigned to everyone. This meant that everyone could activate and deactivate Report Sender. This rarely caused a problem, but when it did, it stopped everyone's reports from sending. So this package now includes a CloudAnswers Report Sender Administrator permission set. We recommend only assigning this to the users that need to Activate and Deactivate Report Sender. We'll be adding more permissions to this permission set as we add more global settings in the future.

We've been working hard on making it easier to find out what's going on with your Report Schedules on the rare occasion that they don't send as you expected. We have some more work coming, but in this version, you can now create Reports on Report Sender Logs. So, if you're trying to troubleshoot any failures and you can't find the error email we sent you, try a report on Report Sender Logs.

Note: Report Sender Logs are deleted after 30 days. To change the retention period, go to Setup > Custom Settings and click Manage next to Log Settings.

Report Sender now works with Lightning Web Security. So if you disabled Lightning Web Security because of Report Sender, you can now turn it back on. We recommend testing all of your Salesforce customizations in a sandbox before enabling it, but Report Sender now supports the latest security framework from Salesforce.

We all know it happens - someone leaves the company, and you forget everything that is tied to their user. It's ok, it happens to the best of us. Before, Report Sender would email you after the report failed to send, which is good but not very proactive. Now, when you go to Report Sender, we'll notify you if there are schedules assigned to an inactive user.

We've also been busy squashing bugs. Here are the latest fixes: