Emailing Report as an attachment

[dannymcguffin]

Any way of doing this. I have a report that has like 50+ columns in it and the only thing I can see is the report as inline, thus defeating the purpose of having it emailed to me on a daily basis. Any manner in which i can have it sent as a csv or as an xls on a daily basis?

Any help would be appreciated.

[CRMGeneralist]

I could not do this in Salesforce, however I purchased Conga Merge which is really inexpensive and has a ton of functions. You may want to look into them.

[StrataSteve]

I highly recommend the Conga Merge/Courier tools as well. We have been using it for a long time and I have found it indispensable for scheduling reports and presenting data in formats other than Salesforce allows, like narrative reports in Word, etc.

Mark Whiteside at AppExtremes is the person I deal with and he is very helpful and enthusiastic about their product.

Good luck!

Message Edited by StrataSteve on 12-08-2008 09:51 AM

[Bentsi B.]

Hi,

I agree, we also using the Conga Carrier for some of our customers.

Altough Winter09 has the new functionality of scheduling reports, you don't have the ability to attached the report in a csv format.

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