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Search Results for '10094811'

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  1980

  points

  Schedule Reports as Attachments and add Adobe PDF, Excel Option

  The schedule report feature is nice but it would be great to have an option to have these reports as an Adobe PDF attachment. I run reports to our Executive Team and need them in an PDF format. Also, sometimes I also need to schedule reports to Excel where I need to do a little formatting before I send the report on to others.

  25 Comments  •  Posted by  pat  to Reports & Dashboards Jan 8, 2009
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  70

  points

  Scheduled emailing of reports includes CSV

  When I schedule a report to send automatically via email, I'd like the option to send it as a CSV file. Currently the report data is in the body of the email. While this works, it requires copying and pasting of the data if it is destined for another system. This introduces human error into the process.

  1 Comment  •  Posted by  aneill  to Marketing Automation, Sales Force Automation, Service & Support Jun 26, 2009