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CRM08CRM08 

E-mail Scheduled Reports

Does anyone know if there is a way to schedule reports in SF? I'd like to have a report run and have the resultsin xl format emailed out to a manager on a weekly basis. Is this possible within SF? I created one report in SFDC.when I clicked on "arrow" symbol on Run Report button.It's not listing out me the available options.

 

Help me out. 

 

Thanks...

 

NasipuriNasipuri

You can schedule reports to run and have the results automatically emailed in HTML format to Salesforce users.

This is available in Professional, Enterprise, Unlimited, and Developer Editions.

 

FOr configuring this do the following

Choose a report

Click Run Report and choose Schedule Future Runs.

 

Thanks and Regards,

Dinesh Nasipuri

Dinesh.Nasipuri@gmail.com
CRM08CRM08

Is there any way to receive the result in Excel format?

 

 

Thanks in Advance!!! 
Mehmet_ErgunMehmet_Ergun

Not directly, but you can sort of game it as an alternative.

 

If you add ?export=1&enc=UTF-8&xf=xls

to the end of any report URL, it will output the file instead of displaying the report.

So, the trick would be to send the manager the URL link on a weekly basis and have him click on it.

 

Of course this might not work for what you are trying to achieve since he has to be logged on to SFDC in order for the link to work.
NikiVNikiV
This can be easily done with AppExtremes Conga Courier plug in from AppExchange - click here for details.  These guys are great and the product is easy to use.