Schedule Reports as Attachments and add Adobe PDF, Excel Option - Ideas - Salesforce Trailblazer Community

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Schedule Reports as Attachments and add Adobe PDF, Excel Option

Reports & Dashboards

The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel where I need to do a little formatting before I send the report on to others.

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Latest Comment from Salesforce

  • IdeaExchange Moderator - 3 years ago

    Eric- thank you for the comment. I do understand your frustration.

    Even though this Idea has been around for six years it has only recently made it to the roadmap, hence it being too soon to provide a target release date. I wish I could give you something more concrete but it wouldn't be accurate. We will post again as soon as we do have a release to share though.

    There are tens of thousands of Ideas on the IdeaExchange. Many factors influence whether or not we can deliver an Idea and when we can including the complexity of the request (sometimes it's not as simple as it seems), dependencies, customer interest, company priorities, resource allocation, etc. The new Lightning UI experience is allowing our product teams to literally rebuild/recreate our customer's experience without the restraints of some previous limitations. The good news is that now a large number of the older, bigger Ideas that are still open will be addressed with this effort.  

    I know this particular enhancement can't come soon enough, and none of the above matters when you need a solution now. So we'll keep actively tracking this Idea and wll post as soon as we have some more concrete updates to share. 

    In the meantime, it sounds like the App that Erin suggested in the comments works as an interim solution (thanks Erin!).  Of course do your due diligence and ensure it's the right solution fr your team. 

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