Send right data to right users at the right time

Salesforce Reports & Dashboards can be sent as attachments in an email to any external or internal user.

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About our App

With these features, you'll find that using our Salesforce Report & Dashboard scheduler app will be something you look forward to every day.

Start your automation journey with Report & Dashboard scheduler

Unlimited Schedules

You can schedule unlimited reports & dashboads

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Support 3 file types

Reports can be sent as a CSV, Excel, or PDF. Dashboards can be sent in PDF format.

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External Recipients

The reports can be scheduled to be sent to external users who don't have salesforce account.

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Summary Information

The exported document will also hold the summary information of the report in case of Summary or Matrix report.

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About Report Scheduler

No Limits!! Schedule unlimited Reports & Dashboards

As we all know, there are few limitations in Salesforce while subscribing to reports and dashboards. By using our app, you will be able to overcome the limitation in salesforce by scheduling unlimited reports/dashboards and also you can create multiple schedules for the same time slot. These reports can be shared with both internal and external users. Any existing active and inactive jobs can be managed under one centralized hub.

Explore Amazing features

That will boost your productivity

With our Report & Dashboard Scheduler, you don't have to manually send the reports/dashboards to your board, partners, clients etc., each time when there is a need. Just set it once and relax. The application will take care of running the report/dashboard during the scheduled time and will send out the current data.

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Some Facts

Ever since we launched our product, the response has been overwhelming. Here's a quick look at how it's going

6

5 star Rating

50

+

Happy Customers

100

+

App download

Let’s see how it works

We've gone over everything you could possibly want to know about Report & Dashboard Scheduler, from how exactly the app works.Three Simple Steps to journey.

01

Install App

Install the application from appexchange by clicking on 'Get it Now' button

02

Initial Configuration

Add the one time configuration mentioned in the configuration guide or contact us for support

03

Choose Plan

Contact us with the preferred plan details based on your business need and subscribe.

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About New Features

If you want to receive quarterly updates from us, just pop your email in the box. We think that spam is for jerks. And jerks we are not.

pricing Plan

Choose The Right Plan

We have a free trial of 28 days. Once you are completely satisfied with the application then you can subscribe to the application by choosing the plan which suits your businees. If only a limited users are going to use the application, then you can go for the user based license or in case you have more users who needs access then you can opt for org based license.

User License
Org License

start

$10/user per month

  • Limited Users
  • Unlimited Schedules
  • Support file types csv, excel and pdf
  • Basic Support
get started

Standard

$100/org per month

  • Unlimited Users
  • Unlimited Schedules
  • Suport file types csv, excel and pdf
  • Premium Support
get started

Need Customization?

Contact us in case you want to customize the application or need to add few more enhancements to the application.

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Trusted by 50+ Customers


A Word From Our Customers

Our passion drives us to work hard and deliver outstanding results so we can be the best app development company. Hear what our clients have to say about Report & Dashboard Scheduler.

Report Scheduler has been a ‘Game Changer’ for our SalesForce Orgs. We have users that were spending hours a week just exporting reports, formatting, and sending to outside Customers and Vendors. With Report Scheduler we can now create Customer/Vendor specific reports and send them directly to the end user from SalesForce without them having to have a SalesForce License! Our users are loving this new add-on app. One aspect that the company is working on is the ability to schedule Tabular/Matrix reports with Charts.

Pam Parrish

Service Logic

The tools works fine when you need to share extra information with external users or do some schedules removing unnecessary admin tasks.

It will be great if we could edit the email template to fit on a rich text format and use our classic letterheads to apply more personalization layers

Santiago Gomez

Webhelp

Game Changer

Thanks to Report Scheduler. Sending reports via emails externally has made our organization more efficient. Did I mention that it's affordable. Love this solution.

Nakisha Holcombe

Techexchange

Easy to use and fills a basic need!

This tool is extremely easy to use and fills a basic need to send dashboards to external users as well as reports with an attachment. Simple to install and use. Thank You!

Wendy Tanner

Rollick

High Potential App with a great support!

A nice and simple interface. Finally we don't need any forwarding rules in our mail program or have to accept the subscription limitation of SF.

We love the possibility to create a report about all scheduled reports to keep an overview about the outgoing mails.

Till now it works really good and the setup support of Vinoth was great.

Diana Groeschel

Burda-forward

This is one of the BEST scheduled report packages on AppExchange

We've had a need for scheduled reports like this due to us emailing externals. This is actually capable of emailing reports that are in Summary and Matrix formats. Something our previous package could not do.

Easy to use and if you are using CRM Guidance report scheduler I suggest you take a look at this, it beats it hands down.

Well done love this product

Dan Skill

Hipagesgroup

Install the application

Get The App on

Get the latest version of the Report & Dashboard Scheduler application from Appexchange.

Salesforce App Exchange
Reviews

5

6 ratings

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Frequently Asked Questions

The application can be installed from the appexchange. If you have any questions - please look through the most frequently asked questions or contact us for more details.

Yes the application allows you to schedule unlimited Reports & Dashboards at any timeslot that you prefer. There is no limit in scheduling.

Currently the exported dashboard charts will resemble the classic version eventhough the dashboard is created in lightning. Our team is working on a feature to export lightning design charts instead of classic.

You need to contact us with your licensing preference. Once we get the details we will be sending you the invoice with the stripe subscription link.

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Get In Touch

If you have any questions, just fill in the contact form, and we will answer you shortly.