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Report Sender v1.81

Some of our most requested enhancements from the past year. Search report schedules, table borders on the email embeds, and more.

Updated over 5 months ago

This version has a number of improvements to editing schedules. See the release notes below for all of the details.

Release Schedule

  • June 5, 2024 - Available on the AppExchange

  • June 10, 2024 - Automatically pushed to sandboxes

  • June 24, 2024 - Automatically pushed to production orgs

Can't wait? Upgrade now: Production | Sandbox
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Release Notes

Search Report Schedules

For those of you who have lots of report schedules and are tired of paging through reports, you can now search your schedules. Search works on Name, Report Name, and Scheduled As.

Table Borders on Embedded Reports

Report Sender Plus customers only

Now, when using the Email Body option we add table borders to the report to make it easier to read.

New Report Type for Report Sender Logs

If you need to report on your report schedules, you can run a report on our log object. To make it easier, we have added a new Report Type that has the columns we recommend, "Report Schedules with Logs."

Either of these report types works, but the Report Schedules with Logs report type is the one we recommend using. To make it less confusing, you can hide the standard report type.

Additional Email Formatting

Report Sender Plus customers only

We've added support for pasting in text formatted as code blocks, pasting in hyperlinks, and changing font colors.

Checking Authorization Before Cloning

We had some customers that would set up a new user and have them clone a report schedule, and then the report schedule would fail to send because they hadn't approved access to the reporting API. So now Report Sender checks if you've approved access when you clone a report.

Limited Scope of Report Sender

When approving access to the reporting API, Report Sender used to ask for full access. We have updated the connected app to request just the access we need to export and send your reports.

Fixes

  • Fixed an issue that was occasionally causing quarterly reports not to be sent.

  • Fixed the error message formatting on certain Salesforce errors.

  • Set the default log retention to 30 days for all customers.

  • In sandboxes, made it so that it doesn't count trial days - sandboxes can use either the free or plus version for any period of time.

  • Cleaned up some error handling when changing recipient types.

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