Send salesforce reports as Excel attachments to any email address (including non-salesforce users).
What does it look like?
Your reports go to users as an attached Excel file in an email from you:
Problem: You have an external vendor that needs an up to date product list on a weekly basis, but you don't want to give them a user account.
Solution: Create a product report and use Report Sender to schedule the report to be run and emailed to their email address on a weekly basis.
Problem: The CEO doesn't have a license for salesforce but wants to know what deals are closing this month.
Solution: Schedule your pipeline report to be sent to the CEO's email directly.
Problem: You have external partners sending you leads through web-to-lead and you want to give those partners regular updates of the status of their leads.
Solution: Use a different Lead Source for each of your web-to-lead forms (one per partner), create a report for each partner, and then use the Report Sender to send the results of those reports to the partners on a nightly basis.
How does it work?
Start with a Salesforce Report - any report will do. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed.
Follow these 3 easy steps to get your report sent by email on a scheduled basis:
Step 1: Open PowerPack Admin & Navigate to Report Sender
Step 2: Click "New Schedule" and Confirm Authorization
Step 3: Pick The Report and Schedule
At this point, your job is scheduled to go out. You can also test the report by adding your email as a recipient and clicking "Send Now" in the report list.
Still have questions? Use the chat widget in the bottom right of the window to talk to the developers directly or send us an email to firstname.lastname@example.org