So I know that Rich/Long text fields will automatically get truncated when running a report in the UI or when trying to schedule a report. I get this and think this is something that should be in place as the report would be rather useless if it were trying to display 20k character fields in a report.
I have a situation where we have 'Hot Accounts'. These are flagged account that are high priority. We have a hot account details field that is a long text field that contains a few paragraphs of information around the account and why its is flagged.
In the system, there is very rarely more than 10 or so Hot accounts as a time, and the hot account details field is usually between 500-1000 characters, so it's not huge by any means, but it surpasses the allowed 255 in the report.
I was really hoping to be able to leverage native functionality and schedule a report to show these hot accounts and the details around them but as I mentioned before the system cuts the details field at 255 characters.
Solution that I have come up with
I know that I could write a scheduled APEX class that will query the hot accounts, and create an email message, take the data from the query and build out an an HTML table within the email.
This would work, but it requires adjusting the code every time a new requirement is made, so the maintenance is high. I would much rather use native SF so a non coder could manage this. I know I could use custom settings thats feed my class and have the admin update those, but still not nearly as nice as a simple scheduled report.
What I am looking for
Does anyone have a better workaround they have used for this character limitation for long text areas in reports they have used? I just want to make sure I'm not reinventing the wheel if someone else has a cleaner solution.
Or is my workaround of a scheduled class where I have to manually build the email in HTML in the Email Message my best bet?
Just trying to leverage config over code here, but am worried I might have no choice.