Feature Guides
How to use certain features in Report Sender
7 articles
Date and DateTime Merge FieldsUsing Date and DateTime Merge Fields in CloudAnswers Report Sender
Using Email TemplatesHow to use email templates in Report Sender
Dashboard DeliveryInformation about how dashboard delivery works with Report Sender.
Secure File SharingWant to send a report or dashboard but in a more secure way than a file attachment? Here's how secure file sharing works.
Secure File Sharing - SetupThis guide walks you through creating a Salesforce public site and assigning the permission set to users to share files securely.
How to Use Dynamic FilteringSend one report to multiple recipients and filter it uniquely for each one with dynamic filters.
Scheduled Reports Lightning ComponentSee what reports someone is receiving right from their record page.