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Jonathan Wolff 7 Save report at end of month as pdf and only include lines which were created in the Month
Hello, I have a report that I need to automatically save as a pdf at the last day of the month at 23:59 every month. But the pdf schould only include the records which where created in the month, so it is an actual month-report.
This pdf should be created automatically at 23:59 at the last day so i dont have to do anything and be save at files of a custom object
This pdf should be created automatically at 23:59 at the last day so i dont have to do anything and be save at files of a custom object
Hi Jonathan,
You can try:-
1. Create a report with filter on date field(calender as This Month).
2. Schedule it to every last day of month and also select the available time.
You will always get an email with attached PDF.
While scheduling you can also select other user to whom you want to access this detail
Learn to schedule :- https://help.salesforce.com/s/articleView?id=sf.reports_schedule.htm&language=en_US&r=https%3A%2F%2Fwww.google.com%2F&type=5
If this is helpful, then kindly mark it as best answer.
regards,
Priya Ranjan