Audience
Businesses looking for a free application that selects any of their Salesforce reports to be sent as a CSV file to an internal and external email address on a regular schedule
About Report Sender
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).
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Pricing
Starting Price:
$100 per month
Free Trial:
Free Trial available.
Integrations
Company Information
CloudAnswers
Founded: 2009
United States
www.cloudanswers.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Online
Report Sender Frequently Asked Questions
Report Sender Product Features
Reporting
Drag & Drop
Financial Reports
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports
Customizable Dashboard
Data Source Connectors
Drill Down
Email Reports
Forecasting
OLAP
