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Send Report From Salesforce to Top Management’s and Clients’ External Email Addresses

Peeklogic Report Sender PRO- brings value to your business for free and with it’s unlimited features. It helps to keep your clients up to date about spend resources or development hours on weekly bases. Peeklogic Report Sender PRO allows you to update your top management as well as customers just before they ask for update. Which a one of key factor to customer success

Key features of Salesforce Report Sender PRO

  • Send Salesforce Reports and Dashboards to External Email Address
  • Send reports in CSV, XLS, XLSX, PDF, HTML formats
  • Keeps your clients and top management up to date
  • Super flexible scheduling
  • Peeklogic branding can be removed
  • Password protection

Select any report or dashboard to send to email address outside Salesforce CRM

Select Salesforce report folder, and then you can select any report and any report type within your Salesforce CRM, and it’ll get prepared to be sent outside Salesforce CRM to your clients

Schedule Salesforce Reports to be Sent out to Your Clients Daily, Weekly or Monthly

Super flexible scheduling within Peeklogic Report Sender PRO AppExchange Application allows you to send reports daily (on the specified hour), weekly (on the specified day),  or monthly (select preferred day, hour and even minute). Inform your clients about your progress just in time.

Schedule or Send Immediately Report from Salesforce CRM to Email

Manage your list of scheduled reports, activate/disable schedule, use flexible scheduling, and add unlimited number of report schedules.

Check history to make sure your report or dashboard was sent

Peeklogic Report Sender keeps a sending history to make sure the report or dashboard was sent.

Powerful Features, Great Value for Money, and Easy Set-Up

Here are the easy steps to install and configure Peeklogic Report Sender

1. Find Peeklogic Report Sender on Salesforce AppExchange
2. Choose if to install Peeklogic Report Sender to Salesforce Production or to Salesforce Sandbox
3. Provide Access to Peeklogic Report Sender AppExchange Application
4. Find Peeklogic Report Sender in the App Launcher
5. Choose Report Folder for Salesforce Report Sender
6. Choose Report You’d Like to Schedule to Send to Your Top Management or Clients
7. Choose File Format, Enter Email Addresses, Subject and Body and Click Next
8. Schedule Report to be Sent out from Salesforce by Peeklogic Report Sender
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