Requires Report Sender Premium

When sending reports to hundreds of people, knowing whether someone is on the recipient list can be challenging. With the Report Sender component, it's as easy as looking at the recipient record.

The lightning component currently only shows schedules set up with dynamic filters.

Adding the Lighting Component is super simple. From any record in Salesforce, click the gear icon in the top right and click Edit Page. In the Lightning App Builder, select the Report Sender component and drag it where you want on the page.

What shows up on this component? This component will only show data if there is a related filtered report schedule where the current record is listed as a recipient record. What can you do with it? From the component, you can view any schedules, view logs for that schedule, edit the Report Schedule, delete it, or choose Send Now. If you click delete, it removes this recipient from the schedule, but it does not delete the actual schedule.

The Lightning Component is just one of the many features we've added from user feedback. If you have any ideas on how to empower Report Sender even more, feel free to reach out to us at [email protected]