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r1985r1985 

Report scheduling

Hi,

 

We have a req to run the report and send the excel sheet of the report to the end users on a daily basis. Is there any way to automate this process like everyday report should run at particular time and the results should be automatically mailed to the end users??

 

Thanks in advance,

Malar

Ankit AroraAnkit Arora

Have you tried this ?

 

Go to report > Select "Schedule Future Run" from "Run Report" button > Provide date, time etc according to your need > Save and Schedule it

 

Hope you want this.

 

Thanks

Ankit Arora

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r1985r1985

Once again Thanks Ankit.

But when we schedule it through that method, we will only get the url in the mail. Actually I want the excel sheet(Result in excel) in the mail. How to get that excel sheet in mail???

 

Thanks,

Malar
Ankit AroraAnkit Arora

Don't think so, here are some references :

 

http://success.salesforce.com/ideaview?id=08730000000IOnpAAG

 

http://stackoverflow.com/questions/4277332/how-to-i-access-reports-programmatically-in-salesforce-using-apex

 

Thanks

Ankit Arora

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r1985r1985

Or else is it possible to use VF to render the result as excel sheet??

 

If so how to schedule the vf page to render the result in excel everyday??

 

 

 

Thanks,

Malar
Ankit AroraAnkit Arora

I am looking for the same workaround, but not sure if we can get the report result rendered as xls via visualforce page. If it is possible then we can do this using apex and schedule class.

 

 

Thanks

Ankit Arora

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shufflepointshufflepoint

We are in the process of building such a system for one of our clients. In a couple of months, I'll be looking for other companies interested in piloting the solution.