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CRM Manager.ax991CRM Manager.ax991 

How to set up workflow to send a report automatically everymonth

Hi, we have some sales reports that we want to salesforce to send it to a group of users automatically everymonth. Is it possible to set up a workflow for this scenario. 

 

sales report is an out-of-box report.

 

Could I be able to create a time-bound workflow? Appreciate your help  

 

apaiapai

You can schedule a report to be sent to the specified list of users on a daily / weekly / monthly basis rather than creating a workflow.