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Siddharth Birari.ax1164Siddharth Birari.ax1164 

SFDC Report to .csv

hi all,

 

 i got one requirement of its own kind.

 

i've one SFDC report, which i want it to convert in .csv format which in turn will be sent as an attachment in an email.

 

But the catch is, i don't want any manual intervention. Everything has to be automated. say thru scheduler.

 

Please provide necessary help.

 

Thanks in advance.

 

 

Navatar_DbSupNavatar_DbSup

Hi,

 

You can schedule you report as below step:

 

Click on Reports Tab then select a report from list of report in a folder then Click on "Run Report" button  then click on "Schedule Future Runs" then selected To me and/or other in "Email Report" section, then choose your user for which you want send the report , then click on Save Report Schedule.

 

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.

 
Siddharth Birari.ax1164Siddharth Birari.ax1164

this is not the thing which i want.

 

u didn't notice, that i want my report to be converted into .csv file.

 and then i want that file to be sent as an attachment.

 

what you are talking about is directly scheduling the report. but tats not required.