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Saravana Muthu 8Saravana Muthu 8 

Sending Multiple report in a single email (or) as attachment

Hi All,
Is there any way to send multiple report in a single email scheduled daily with inline message or as an attachement?

I know something about conga composer but i can't send multiple report scheduled in a single email.

Anybody know how to achive this?

Thanks,
Saravana
GauravGargGauravGarg
Hi Saravana,

Conga is used to create reports for a particular record. 

As per my understanding you are refereing to SFDC Standard reports that will be scheduled and send email with all the scheduled reports. 

I hope not, currently this is not designed by Salesforce. But customization can always work in the manner you required. 

Thanks,
Gaurav
Skype: gaurav62990
Saravana Muthu 8Saravana Muthu 8
Hi,

Thanks. Do you have any sample code to achieve this?

Thanks,
Saravana
GauravGargGauravGarg
Hi Sarvana,

No, I have worked for one of my client. But cannot share his code with you. 

Thanks,
Gaurav
Skype: gaurav62990
Saravana Muthu 8Saravana Muthu 8
Hi Garavu,

Can you please let me know the idea how to achieve it.

I don't want you to share the code please let me know the idea and methods used in coding if possible.

Thanks,
Saravana
GauravGargGauravGarg
Hi Sarvana,

You need to create custom solution via VF page. 
  1. Query the records
  2. Add the filterations & sorting & Time Range
  3. Show on vf page
  4. Generate a PDF from it. 
  5. Email it.
You need to make a solution that can handle multiple report data one down by another.  You can let me know your requirement on the basis of following parameters:
  • Number of records to be displayed at max. 
  • Relationships between Object Model that we need to display on vf page. 
  • Number to email recipients. 


Thanks,
Gaurav
Skype: gaurav62990
Saravana Muthu 8Saravana Muthu 8
Hi,

The records are varies based on Report.

We need to send 3 reports in single email.

We need to send to more than 1 receipients.

Can you please let me know how to query the report data's in VF page and apex class?

Thanks,
Saravana
GauravGargGauravGarg
There are two approach over here. 
  1. Use Report Metadata API. 
    1. This approach is little tricky to identify the Rows and Columns. 
    2. Filters added on reports
    3. But, this is dynamic i.e. any changes to report will reflect on VF page. 
  2. Custom VF page with controller
    1. Add report filters from Report to vf page. 
    2. Query columns and rows which are currently required in report. 
    3. This is not dynamic, i.e. Report changes would not reflect on vf page. 

Thanks,

Gaurav
Saravana Muthu 8Saravana Muthu 8
Hi All,

I can't able to achieve using customization and i have less knowlege in coding..

So, I have used Scheduled DDP in Nintex Drawloop to daily send all 3 reports in a single email as a PDF Attachment.

Thanks for all your help.

Nintex Drawloop - https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016Zn3EAE

Thanks,
Saravana