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osamanosaman 

Scheduling report as CSV

Hi

 

I am sure this is a very common business need but what are the best possible ways to schedule and email a report as CSV? I know about scheduling data loader. Can we do this using Report metadata API? Any recommendations shall be highly appreciated.

 

Thanks

BA_AdminBA_Admin

Yes you can do this by going to report and select schedule report and you can get the report to email

osamanosaman

Correct! But you can't email the report as a CSV from there.

BA_AdminBA_Admin

when you run the report you have lil dropdown which says schedule report , if you click on that it takes you to page where you can select email report and even you can have the frequency , let me know if you don't find it

osamanosaman

CSV is only available in export report not in schedule.

BA_AdminBA_Admin

so do you get the report in xls when you shcedule it, if thats the case then i guess you have to post an idea to have the option selected when scheduling

osamanosaman

Finally you got it..ayeeh! :)

 

I talked to SF support and according to them this is not possible currently.