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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 - 4 months ago

    Thank you, Trailblazers, for helping us shape our product roadmap. You prioritized this feature and we’re starting to work on it. During our roadmap planning, where we tested our initial assumptions and confirmed what dependencies we have on other teams we learned that this feature is more complex than we originally thought. We’ve updated the estimated general availability of this feature to Spring'21 (safe harbor).

    However, for Spring'20 release, we are working on delivering formatted export attachment as an option as part of lightning report subscription. This should be in Beta for Spring'20 (safe harbor). 

    While we work on this, if we have any other significant updates, we’ll post them here. In the meantime, you can learn more about Prioritization and how you can continue to shape Salesforce products at
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