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Chicho
send reports in PDF
I need to export reports from Salesforce into PDF or a non-editable format to be sent daily to people who are not users of Salesforce.
How can I achieve that and automatize the process of extracting the reports and send them to the recipients? I would like to keep the formatting as we see it in Salesforce reports.
Thanks!
Hi Chicho,
Did you get a chance to check the schedule report functionality where the report is sent to a set of users(predefined) in the HTML format:
https://help.salesforce.com/HTViewHelpDoc?id=reports_schedule.htm&language=en_US
Please go thorugh - I understand this might fit your requirement.