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Monalisa Kar 25
how to schedule a report in excel format automatically.
i want the report to be editted my particular user profile and report to be be sent via email and that to excel format
As mentioned in https://trailblazer.salesforce.com/ideaView?id=08730000000Brb6AAC
"Users will now be able to subscribe to reports as Formatted Excel or Details Only CSV & get these delivered to their inbox and show both the report email results and atttachment in the same email. Also, we have increased the row and column limits for the file attachments (there can be up to 15,000 rows and 30 columns as part of the report subscription attachment). This functionality is available in the Winter '21 release for Lightning only. To learn more, please see:
https://help.salesforce.com/articleView?id=release-notes.rn_rd_reports_subscribe_attachment.htm&release=228&type=5
If this information helps, please mark the answer as best. Thank you
Follow the below link:- https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_rd_reports_subscribe_attachment.htm
If it doesn't help you then but you can achieve this by writing apex and triggers.
You can also achieve this by third-party tool follow the below link:-
please find the below link http://www.cloud4j.com/report-builder-new-features.html