0

I was wondering if you could help me. I was looking for an existing app that allows report distribution in Salesforce.

The idea will be to be able to subscribe to any account to certain reports. The trick is that I'd like to filter those reports using some parameters.

In my case I have a report that returns the number of products that had been sold in the past month. I'd like to have accounts to be subscribed and see the report with only their records.

I normally use URL parameters to filter those, but since the report will need to be distributed through email in an XLSX attachment I don't know how to achieve that.

I tried Peeklogic Report Sender - FREE but it does not allow me to filter the reports.

Does anybody have any experience on that kind of app?

1 Answer 1

-1

Did you want a free product? I worked for Conga for a number of years and one of our (less popular) products was Conga Courier and it existed explicitly for this purpose. It was pretty straightforward. However, there wasn't much of a market for it and they eventually retired it. It wasn't worth the necessary, ongoing development costs. Also, there was apparently a free competitor. I don't know who that competitor was. A quick look at the appexchange and I found this product, I know nothing about it, but you might try it. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EqoElUAJ In my mind, a user could simply self-subscribe to a report (filtered as you wish) and use Outlook rules to send the report to a distro group. As a tech support rep, I suggested that solution for this and another product. Again, not much of a market for this need so you might not find much out there. Good luck and let me know if I totally mis-read your question.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .