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Report Sender
Send reports to anyone.
55 articles
Report Sender Installation Guide
Create and schedule reports in Salesforce
Report Sender Edition ComparisonThe differences between free, Plus, and Premium editions of Report Sender
Report Sender LimitsWorried about very large reports? Here are the details...
How to Use Dynamic FilteringSend one report to multiple recipients and filter it uniquely for each one with dynamic filters.
Report Sender Lightning ComponentSee what reports someone is receiving right from their record page.
Report Sender Security and Data PrivacyQuestions about how Report Sender security works?
Sharing Report Schedules in Report SenderOptions on limiting sharing of report schedules
Report Sender with Lightning Web SecurityAre you getting "A Component Error has occurred!" while using CloudAnswers Report Sender?
Report Sender CSV Newline/Linebreak
Report Sender oAuth IP RestrictionsEnable Report Sender for users in IP-restricted profiles
Email Log FilesNot getting your emails from salesforce? Here is how to check if the emails are leaving your salesforce system.
Report Sender FAQSummary of common issues and how to fix
Why does Report Sender ask for my Permission?Learn how Report Sender authenticates as you to send reports.
What does the report sender do every hour?
Date and DateTime Merge FieldsUsing Date and DateTime Merge Fields in CloudAnswers Report Sender
Nonprofit PricingNonprofits receive 50% off! Contact us for an order form.
Reports failing due to Read Timed OutWhat to do when you get the Read Timed Out error
Error: Joined Reports are not supported for exportDid you receive an error report with this message? Here's how to fix it.
Multi-factor authentication (MFA) with Report SenderAs Salesforce is now requiring MFA for all users, we thought we'd give you some tips on enabling it with Report Sender
Troubleshooting Error in Exporting ReportDid you have a report that failed to send? Start here for typical troubleshooting steps.
Report Sender - Change "Scheduled As" for Report ScheduleThe Scheduled As user is important for a couple of reasons. This article explains why and how to update the Schedule Owner.
Reports Attached as HTML Links instead of actual filesAre you receiving Report Sender emails with HTML links but you want to receive the actual files?
Report Schedule Stopped Working - Change Of OwnerYou have a Report Schedule which was working fine until you changed the owner of that record.
Not Receiving Report Sender Emails?If the report sender is running and you don't get emails, try these steps to figure out the issue.
Error Sending Email - Email Attachment Body is NullWhen 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.
Authentication Error when Users try to Schedule a ReportWhat to do when your users try to schedule a new report and get an authorization failed error.
Don't See Report Sender Tab in Lightning after InstallationJust installed report sender and can't find the tab? Check if you've forgotten to turn on My Domain
Insufficient Privileges When Opening Report Sender TabHow to resolve an insufficient privileges issue.
Insufficient Privileges When Sending a ReportWhat to do if you get an insufficient privileges error when sending a report.
Report Sender v2.5A fix for cloning and editing inactive schedules with a filter.
Report Sender v2.4Some improvements to managing hundreds of recipients on filtered schedules, fixes to table borders in emails, and error handling.
Report Sender v2The latest version of Report Sender introduces the ability to dynamically filter reports, easily view logs, preview schedules, and more!
Report Sender v1.81Some of our most requested enhancements from the past year. Search report schedules, table borders on the email embeds, and more.
Report Sender v1.80Fix for CC and BCC not working
Report Sender v1.79
Report Sender v1.78 - September '23 patch - End-of-month Schedule FixFixing time zone issues
Report Sender v1.77 - September '23 patchCleaning up some minor issues from 1.73
Report Sender v1.76 - August '23 PatchAdjustments to blank report check, fix reauthorization errors, and fix for the date and date/time merge fields.
Report Sender v1.75 - August '23 PatchFixing bugs related to Report Sender v1.73
Report Sender v1.74 - August '23 PatchFixes for version 1.73
Report Sender v1.73 - August '23 Major ReleaseA bunch of improvements for Report Sender users
Report Sender v1.72In 1.72 you get the ability to clone schedules, a bunch of fixes, and improvements to error handling.
Report Sender v1.71Patch for v1.70
Report Sender v1.70
Report Sender v1.69Limit retries and some bug fixes
Report Sender v1.68Improvements for managing large number of reports
Report Sender v1.67Patch fix for 1.65
Report Sender v1.61Happy Summer '21
Report Sender v1.59 Patch Release
Report Sender v1.57 patch
Report Sender v1.48 - Embedded Reports and Report Size ImprovementsRelease Notes for 1.48 - embedded reports, improved limits, and more.
Report Sender v1.43Report Sender fixes for error handling on blank reports
Report Sender v1.41Updated grouping and filtering to make it easier to manage large groups of reports, plus a few stability improvements.
Report Sender v1.40As report sender continues to be installed in more and more orgs around the world, we've been making report sender more robust.