Contents
How do I send a report by email?
Sending a report by email
- Do one of the following:
- In the Email report popup, enter the email addresses of the recipients.
- Click Send.
- To email an older report output, in the Select Action drop-down, click View.
- On the Report Details page, click the Email button adjacent to the report output you want to email.
Can you send a salesforce report to a non user?
Send report results to non Salesforce users by email With our Report Sender App, you can send reports to any email address including non-salesforce users. So you can ensure that anyone can get your reports without the need of having a Salesforce license.
How to send Tabel or report to email adress by role?
Join our PUG Milwaukee Brew City PUG 02-24-2019 02:54 AM Do you know if it is posibble to send tabel or report to email adress by a role? For example: If one of the values is greter then 2% then send the report to the mail adress. 04-04-2018 10:59 PM
How do I send report results by email?
If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record. The easiest solution is likely to be a forwarding rule on your corporate email server.
How to send report results to non Salesforce users by email?
You can send reports only to email addresses included on Salesforce user records. When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
Can you subscribe to reports and dashboards other than yourself?
It does NOT trigger a data refresh of the underlying dataset. Currently, email subscriptions for reports and dashboards using live connection datasets aren’t supported when subscribing users other than yourself, except for paginated reports. Read more about subscribing to paginated reports.