Peeklogic Report Sender PRO logo

Peeklogic Report Sender PRO

By PeeklogicAnalytics

Rating
5.0
Reviews
6
Pricing
Paid
From $99 per user per year
Listed since
2022

About Peeklogic Report Sender PRO

Schedule and Send Salesforce Reports as Attachments to External Emails

Peeklogic Report Sender - allows to automatically send Reports, Dashboards or Email from Salesforce to external email addresses in EXCEL, CSV, PDF, or HTML scheduled or at once

  • 100% Native
  • Schedule to send unlimited Reports, Dashboards, and Email
  • Send Reports from Salesforce to external users
  • Send Report from Salesforce to the external email address
  • Allow your subordinates to create report schedules through Approval Process

_________________________________________ Salesforce has recently introduced mandatory security changes for report export actions as part of its new Step-up Authentication framework. These changes affect the previous report export mechanism used by Report Sender and, in many Salesforce organizations, may result in report attachments containing an HTML page instead of a valid Excel file rather than the expected report export.

To address this change, we’ve updated Report Sender to use a new API-based export mechanism that is compatible with Salesforce’s latest security requirements. _________________________________________

Highlights

  • Schedule Send Reports, Dashboards or List Email
  • Schedule Salesforce Report in PDF, EXL, XLSX, CSV, HTML Formats
  • Schedule Reports and Emails Daily, Weekly, and Monthly
  • Schedule Emails to Salesforce Leads, Contacts or External Email Addresses
  • Create Report Schedule through Approval Process

Screenshots

Salesforce Report Sender

Image 1 of 9

Salesforce Report Sender

Pricing

Paid, from $99 per user per year.

Peeklogic Report Sender PRO plans
PlanPriceBilled
Peeklogic Report Sender PRO$99 per userYearly

Compatibility

Works with
  • Experience Cloud
  • Financial Services Cloud
  • Health Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on May 30, 2022
Industries
  • Horizontal Product
  • Engineering, Construction, & Real Estate
  • Healthcare & Life Sciences
Languages
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Danish
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Russian
  • Chinese (China)
  • Spanish
  • Swedish
  • Thai
  • Chinese (Taiwan)

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