Steps to Install and Configure Peeklogic Report Sender
Creating first Report schedule to send a report in .xml or .csv format to external email address
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Find Peeklogic Report Sender on Salesforce AppExchange
Choose if to install Peeklogic Report Sender to Salesforce Production or to Salesforce Sandbox
Provide Access to Peeklogic Report Sender AppExchange Application
Find Peeklogic Report Sender in the App Launcher
Choose Report Folder for Salesforce Report Sender
Choose Report You’d Like to Schedule to Send to Your Top Management or Clients
Choose File Format, Enter Email Addresses, Subject and Body and Click Next
Schedule Report to be Sent out from Salesforce by Peeklogic Report Sender
Contact Us Should You Have any Questions