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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.

Merge Idea · Flag

Latest Comment from Salesforce

  • Anusha Surepeddi - 1 month ago

    A feature (Schedule Reports as Attachments and Add DF, Excel Option) inspired by this idea is up for consideration in the May 2019 round of Prioritization. Help us determine which features you want us to prioritize as we begin planning for Spring '20 and beyond. Visit https://sfdc.co/PrioritizeIdeas to access the Prioritization survey by June 2.
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