Report Sender

Send reports to anyone.

James Sullivan avatar Jagmohan Singh avatar Paul Fox avatar +1
31 articles in this collection
Written by James Sullivan, Jagmohan Singh, Paul Fox and 1 other

Sharing Report Schedules in Report Sender

Options on limiting sharing of report schedules
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Report Sender CSV Newline/Linebreak

James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Report Sender oAuth IP Restrictions

Enable ReportSender for users in IP-restricted profiles
James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Create and schedule reports in Salesforce

B
Written by Bodden Katarzyna
Updated over a week ago

Report Sender Installation Guide

James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Report Sender Free vs Report Sender Plus

The differences between the free version of Report Sender and the Report Sender Plus
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Report Sender Security and Data Privacy

Questions about how Report Sender security works?
James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Report Sender Limits

Worried about very large reports? Here are the details...
James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Email Log Files

Not getting your emails from salesforce? Here is how to check if the emails are leaving your salesforce system.
James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Report Sender FAQ

Summary of common issues and how to fix
James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Why does Report Sender ask for my Permission?

Learn how Report Sender authenticates as you to send reports.
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

What does the report sender do every hour?

James Sullivan avatar
Written by James Sullivan
Updated over a week ago
Common Configuration Issues

Report Sender - Change "Scheduled As" for Report Schedule

Are you looking for a way to update "Scheduled As" to a different user as the current user is going to leave your team soon?
Jagmohan Singh avatar
Written by Jagmohan Singh
Updated over a week ago

Reports Attached as HTML Links instead of actual files

Are you receiving Report Sender emails with HTML links but you want to receive the actual files?
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Report Schedule Stopped Working - Change Of Owner

You have a Report Schedule which was working fine until you changed the owner of that record.
Jagmohan Singh avatar
Written by Jagmohan Singh
Updated over a week ago

Troubleshooting Missing Emails

If the report sender is running and you don't get emails, try these steps to figure out the issue!
James Sullivan avatar
Written by James Sullivan
Updated over a week ago

Error Sending Email - Email Attachment Body is Null

When trying to click Send Now you get an error that the Attachment Body is Null. Or you get an email that says a scheduled report failed.
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Authentication Error when Users try to Schedule a Report

What to do when your users try to schedule a new report and get an authorization failed error.
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Don't See Report Sender Tab in Lightning after Installation

Just installed report sender and can't find the tab? Check if you've forgotten to turn on My Domain
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Insufficient Privileges When Opening Report Sender Tab

How to resolve an insufficient privileges issue.
Paul Fox avatar
Written by Paul Fox
Updated over a week ago

Insufficient Privileges When Sending a Report

What to do if you get an insufficient privileges error when sending a report.
Paul Fox avatar
Written by Paul Fox
Updated over a week ago