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

Operational Reporting

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

  • Anusha Surepeddi - 1 month ago

    With the Spring'20 Release, having an excel attachment as part of report subscription is in Closed Beta! Contact Salesforce Support if you would like to test this feature and give us feedback as we scale it out in the next few releases. To learn more, please see: https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_rd_reports_subscribe_formatted_attachment.htm #LightningOnly
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