+ Start a Discussion
dreamrealdreamreal 

Emailing reports

I noticed you can only schedule reports to email to "me" or an existing user. Is there anyway through apex to have it send to a contact?

krishnagkrishnag

salesforce reports are secured and they can only be shared to salesforce users, you cannot send them to contacts.In order to do this thing u need ti generate custom reports using visualforce,I mean generate reports on VF page and u can email them to contacts.

TbomTbom

You could also consider the AppExchange solution by Conga... I think it's called "Courier"

or

you could build a custom reporting routine that saves a report into SFDC Documents or Content and then email it as an attachment to a Contact.

 

Last year I built a custom solution for just this kind of case.  The client had about 30 Contacts that each needed to receive a unique combination of 1 to 6 or so different reports as csv files once per day.