I have a few reports generated and would need to send them out as emails.
Questions i have
- Is it possible to send them as attachement?
- Can the emails be scheduled to be sent every month?
I tried looking out for some documentation on these but couldnt find much on it. any pointers or workarounds to achieve this?
Attribution to: Prady
Possible Suggestion/Solution #1
There is standard functionality for scheduling and emailing reports - on the report page the Run Report button is a dropdown combo - if you click the down arrow you will see an option 'Schedule Future Runs'. If you click into that you can set up a monthly schedule and define email recipients. Note that the recipients need to be licensed Salesforce users.
There's more information in the help at:
https://help.salesforce.com/htviewhelpdoc?id=reports_schedule.htm&language=en_US&release=180.10
Attribution to: Bob Buzzard
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/3928