I have a few reports generated and would need to send them out as emails.

Questions i have

  1. Is it possible to send them as attachement?
  2. Can the emails be scheduled to be sent every month?

I tried looking out for some documentation on these but couldnt find much on it. any pointers or workarounds to achieve this?


There is standard functionality for scheduling and emailing reports - on the report page the Run Report button is a dropdown combo - if you click the down arrow you will see an option 'Schedule Future Runs'. If you click into that you can set up a monthly schedule and define email recipients. Note that the recipients need to be licensed Salesforce users.

There's more information in the help at:


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