Salesforce IdeaExchange

13913

Scheduled and Emailed Reports & Dashboards

I want the ability to schedule the refresh of a dashboard or a report.

The report results would be stored (so users can see the refreshed report online immediately).

Also, the Report or Dashboard could be scheduled for delivery by email to specified users or groups.

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guest San Francisco, CA 10/04/06	This is a great idea
AmandaFoord 10/10/06	It would be great if you could bulk refresh all dashboads so they are up-to date at end of month without having to refresh them all manually.
Bobcat 10/11/06	absolutely !!!
pludlow 10/11/06	I would like to add a subtly: I would like the ability to set a limited number of dashboards to update on a frequent (e.g. 15 minute) basis so that they provide the real-time view on critical data that is sold in presentations. I understand that this cannot be done for ALL dashboards in the system otherwise it would grind to a halt, but allow each org a certain number of dashboard update credits that they can use, so each update = 1 credit. This was they can either update 1 dashboard very frequently, or a set of key dashs less frequently.
paulnakada 10/11/06	pludlow, I'd love to hear what the use cases are for real-time dashboards. Even if you have a 15 minute refresh, you could be looking at data 14 minutes old. Thanks.
cstep 10/12/06	Agreed. A good idea. I'd like to have the basic function available (monthly restore and email) at least.
RMMC 10/12/06	This is long over due. I have less capable users that forget to refresh the data and look at the same dashboard for weeks or months before they realize what is wrong. It is always the same phone call. "I made changes, but the dashboard stays the same" in a very annoyed voice. "Hit the reflesh button." "OK, but there is still no change" "Not the IE Refresh, the Dashboard Refresh" "Where is that?" "On the far right on the "View Dashboard Line" "Oh yeah, I forgot. That did it." "Same time next month?"
dcunni 10/12/06	This is a great discussion. It has mostly focused on the ability to schedule the refresh of dashboards. There was a good comment made about the use cases for real-time dashboards. Do people have use cases for truly real-time CRM dashboards? "Real time" in some organizations means refreshed daily. The next comment made it sound like more of a user interface issue. This idea can actually be broken down into 3 - scheduled dashboard refresh, scheduled reports, email delivery of dashboards and reports. What do people see as their top priority?
RedMaple 10/13/06	There are 2 major use cases for Dashboard refresh (more but these are broad) 1. Constant refresh – Ex: Call Center needs to see what is in the Queue and stats on all users and rate performance. 2. Scheduled refresh - .Ex: Daily stats or to refresh from batch loads at night. You could probably write a s_control to do the batch on a daily or hourly basis. The harder one is the constant update. This again could probably be done through some monitoring process, not sure how to do this native in SFDC. I have heard about a new process in the next release that would all work flow to be triggered on a value, and not just when the record is edited. This may be adaptable to work to update dashboards. Ex: Call center – Gas gauge of all cases in Queue more than 5 min. This would be constantly changing, but you need to be able to shift cases around quickly, so needed. If the new workflow comes to pass, and goes beyond the basic alert to trigger other items... mmmmmm. We will have to see.
Pramod 10/16/06	Love the idea to Automate / Schedule Report Delivery by email.
SonoEric 10/16/06	As a take off on this thought, currently there is the weekly "Update Reminder" email that is available to be sent out, but it would be wonderful to set up a distribution list and a schedule of a set of reports or dashbaords to be emailed ("pushed") out to a set of key users. As great as the Reports tab and Dashboard tab are, sometimes there is just too much information out there and lets face it, Sales Managers/Directors get distracted with other priorities if key reports are not pushed back at them in email form.
andy@enterprisecrm.com 10/19/06	Scheduled reports emailed out to a pre-determined list of recipients is something we are often asked for.
vkanotra 10/20/06	We've got this need as well where our executives could really benefit from some consistent reporting that gets sent to them via email. If you think about it, Salesforce already does this using their Opportunity "Big-deal" alerts. If you've ever used those, you get the HTML content in an email as a report. If SFDC can open that same functionality up to its users, it would benefit a lot. Also, it shouldn't be that hard to do if they are already doing this with the big-deal alerts!
PeterJCooper 10/22/06	We are a software house with about 70-120 projects currently running. We send reports each week or month depending on client/project to each client showing them the open cases from our existing project management system. I'd like to move this onto salesforce if it could be automated and the filters could be automatically set at the account or project or contact level or report level.
JPamer 10/23/06	Business Objects, the global leader in Business Intelligence solutions, has developed a strong partnership with Salesforce.com to provide advanced reporting and dashboard capabilities. Many of the requests in this thread, including scheduling, real-time refresh, and historical instances are provided through our AppExchange listings below: Crystal Reports Report Pack: Build advanced reports with the Crystal Reports design tool. Includes a Driver for connecting Crystal Reports to your Salesforce.com data and 20 sample reports. crystalreports.com: Provides the ability to share, refresh, and schedule reports directly within the Salesforce.com application. We're interested in your feedback and suggestions, you can post here or contact us directly at feedback.crdc@businessobjects.com.
tt 10/24/06	Would people prefer a quota schema that let you do X refreshes of a dashboard per user per day (knowing that many people look at the same dashboard, so shared dashboards could be refreshed using the quotas of users viewing the dashboard) or unlimited refreshes, but not during business hours in your time zone or refresh packs like the storage product that can be bought or limiting any dashboard to no more than Y automatic refreshes a day
JFA 10/25/06	I think the ability to auto-email reports is even more critical than the dashboard refresh. Higher-ups in our org don't want to have to remember to log in to SalesForce to check reports, since many don't use SalesForce for any other reason.
AmandaFoord 10/26/06	I would prefer Bulk Refreshes schedule outside your TImeZone, at least have them refreshed so they are ready at the begining of the day. However, our Company is Global, so would users be able to also schedule dashboard to update at the start of their day?
YoBerger 10/27/06	I just recently had two requests by different users for this functionality - let's have it!
cland555 11/03/06	Very simple feature that is currently available in lessor products, like QuickBase. A customizable CRM system made from the makers of Quicken. http://www.quickbase.com/p/features/features.asp
Mneyer 11/27/06	As a manager for a Customer Service team I think the ability to schedule reports so that they are run automatically is a must. Additionally, having the option to set a naming convention for the output files and the option to append the data to an existing report would help immensely. Example: I have a web based report that is accessible by executive management which outlines general Customer Support metrics (1st call resolution, average time to close, cases per rep, etc.). Ideally I'd setup sections of this document to refer to specific reports generated by SalesForce and stored on my network. The reports would run automatically, append updated information to the existing report (since I chose that option), and my web based report would be automatically updated for review by executive management.
FeatureReq 11/30/06	The ability to schedule & email these reports to a defined list would be helpful. We currently utilize dotted line reporting to manage remote teams in EMEA and right now, the update reminders are only sent to direct reports. If we could replicate this in a schedule report run with a set recipiant list, that would resolve a mission critical process issue for us.
michele_p 12/04/06	Auto updating dashboards nightly would be sufficient for us -and very helpful. I get a "something's wrong with my dashboard" call every week! Also the ability to auto refresh and email reports would be nice -right now I manually email a handfull of reports to our management team weekly.
WrogWrog 12/05/06	I'm more interested in the emailing than the refreshing
Haigy 12/08/06	There should be a function where you can schedule reports to be sent out to external email addresses as well as internal. You should be able to chose how the person recieves the report in the email whether they would like it web based, pdf, excel, word etc. Also able to give the email that is being sent a subject heading. With the scheduling should be given choice if they would like the report either everyday once a week, once a month etc and at a particular time in the day. Differnt template styles should be used as well and be able to customize this to suit your company. The reporting system at the moment needs to be improved as very limited at what can be done compared to other systems I have used.
SSilver 12/12/06	I strongly agree with the need for scheduled emailing of reports to a predetermined list. We have a critical need to share Salesforce Reprots with non-users. This posting seems to be a combination of two unrelated items - dashboard updates and emailing of reports. Should be split.
dcunni 12/12/06	Actually, we consider them part of the same initiative. 1) The ability to schedule the refresh of the dashboard, and 2) the ability to schedule the delivery of dashboards and reports (with links back to Salesforce) to people via email. The scope and timing of this is still being determined, but it's clear from this discussion that is a high priority. As you've also seen from the comments above, some of our partners can provide this type of functionality today. I've written about some of our partner applications on the analytics blog: http://blogs.salesforce.com/analytics/
bslater 12/29/06	This functionality would help us streamline a number of recurring tasks.
bslater 12/29/06	Emailing is definately more important to our company than the constant refresh. It seems to me that a constant refresh on all reports/dashboards would use a lot of resources... I wouldn't want to see a decrease in system performance.
warrenlester 01/02/07	Merged Idea originally posted 12/13/06 Scheduling of reports A good feature would be the ability to schedule the update of reports via the GUI and have the system automatically email the generated results to selected users and other email addresses.
lmsinc 01/03/07	Merged Idea originally posted 12/15/06 Schedule Reports for Automatic Email Delivery Have the ability to generate reports automatically and have them emailed. Schedule by frequency, (day, week, month) and recipient(s). Netsuite offers this on all of their reports and it is very handy.
4Hub 01/03/07	Merged Comment originally posted 12/15/06 This is a great suggestion but I think it is already out there. Search "Scheduled + Emailed Reports/Dashboards "
ScottElliott 01/08/07	Merged Idea originally posted 01/08/07 Auto Refreshing Dashboard Ability to select for your dashboard to auto refresh to save time taken in manually refreshing dashboards.
rpr 01/08/07	Merged Comment originally posted 01/08/07 This should have the ability to set the frequency for how often to do the automated refresh.
GregBanig 01/15/07	great idea
rszpak@assystem.com 01/24/07	Merged Idea originally posted 01/24/07 Envoi de tableau de bord en automatique Bonjour, Il serai interressant de pouvoir envoyer un mail à plusieurs correspondants (utilisateurs Sales Force ou autres) contenant le résultat d'un ou plusieurs tableaux de bord à une période déterminée (toutes de semaine, tous les mois, ...) D'avance merci pour la réflexion de cette idée dans une prochaine version. Cdt
JackieT 01/30/07	I am constantly asked by Executives to schedule the running of reports. This is needed in order to generate reports timely that are associated with commission payments.
brenwyn99 02/01/07	This would be great. I was coming to add it to the list myself.
sonicfraylnxi 02/08/07	Pls!! Scheduled reports emailed out to a pre-determined list of recipients
Jefe 02/13/07	Merged Idea originally posted 02/13/07 Auto E-mail with Reports I would like to have weekly reports sent out automatically from Salesforce to a group of employees/users.
ashley@bluefieldscapital.com 02/16/07	Merged Idea originally posted 02/16/07 Automatic reporting via email I would like to see a feature where you can setup reports to be automatically run and then sent to certain people at a certain time. ex. I need a report for All Open Leads to be sent to my managers on Monday mornings.
Cererbro 02/17/07	Both features (scheduled refresh of dashboards (or realtime), and email reports) are great ideas. The current way dashboards work is terrible!
jhbenter 02/23/07	Priority: 1) Scheduled Reports/Dashboards 2) Auto-refreshing Dashboards
EarthCalcDotCom 03/06/07	I think the solution to refreshing dashboards is simple. Each dashboard should have a "Valid Age" or "Refresh Interval". The valid age field could allow you to refresh data monthly, weekly, quarterly, and would make sure that the data on the dashboard is relevant within its own particular time frame. The dashboard would refresh only when used if data was older than age or interval specifed reducing unneeded refreshes on unused dashboards. And each dashboard should have a subscribers list of users (maybe contacts??) that get the dashboard "pushed" to them in an email on the scheduled refresh interval.
dmcniff 03/06/07	Merged Idea originally posted 11/08/06 Automatically Refresh Dashboard
Aliza 03/06/07	Merged Comment originally posted 11/18/06 While I haven't tried it myself, here's a suggestion on how to accomplish this: http://sfdc-heretic.warped-minds.com/2006/04/03/homepage-and-dashboard-auto-r...
dcunni 03/06/07	Merged Comment originally posted 11/19/06 I believe that the ability to schedule the dashboard refresh as well as to be able to email dashboards and reports would be more useful. This idea is already an idea posted here: http://ideas.salesforce.com/article/show/22814 and is a high priority for us in 2007. Do you agree?
carlson 03/06/07	Merged Comment originally posted 12/07/06 Having Dashboards refresh automatically would be very helpfull.
hwilnerMegaPath 03/06/07	Merged Comment originally posted 02/01/07 Of course everyone wouldn't want auto updating dashboards... but it would be great to have the option to set it to auto update at specicfic intervals for those that desire that. The ultimate enhancement to me would be to have it run the last second before month end and have the snapshot available in an arvhive for future reference.
Jezcab 03/06/07	Merged Comment originally posted 02/07/07 Yes, this can be time consuming, if they refreshed automatically it would be fantastic.
Holly24 03/06/07	Merged Comment originally posted 03/01/07 No having automatically refreshing dashboards is a bit of a hassle. It gets old when your VP calls and wonders why a sales you closed isn't updated because he didn't press the refresh button!!! :)
EarthCalcDotCom 03/06/07	Merged Comment originally posted 03/06/07 The time interval seems like a reasonable solution and it should be tied to the dashboard not the user. Some dashboards are relevant only on a daily basis while others would work on a monthly or quarterly basis. The refresh itself might occur when the dashboard is clicked so that unused dashboards are not refreshed unnecessarily.
EarthCalcDotCom 03/06/07	Merged Comment originally posted 03/06/07 dcunni - your link is to the wrong post i think.
EarthCalcDotCom 03/06/07	Merged Comment originally posted 03/06/07 I think this is the post you http://ideas.salesforce.com/article/show/22241
rfuglaar 03/07/07	PLEASE PLEASE PLEASE ADD THIS FEATURE - This would be great for all the dashboard geeks. We need this!
jfxk 03/11/07	Merged Idea originally posted 03/10/07 Bring Back Automatic Refreshing of Dashboards When we first started using Salesforce, the dashboard was refreshed every time you went to the page, automatically. Apparently that was too much for the fragile infrastructure, and now you have to click on the refresh button in addition to refreshing the page. Unfortunately, many users forget to click on the REFRESH button, and make decisions based on inaccurate information. If the infrastructure is still too weak to support dynamic refreshing, then at least provide SCHEDULED refreshing of Dashboards - allow the dashboard to be refreshed automatically at 2am, or some other time when the system is not over loaded. This is the least Salesforce could do until they get their infrastructure corrected.
HWC1975 03/12/07	Yes, yes, yes -- please develop a function to automatically email reports similar to the Update Reminder function. It is easier to review a scheduled report via email than to remember to log into Salesforce and click several buttons before reaching the report and then having to click the refresh button - just simply too much trouble! Also, allow the option to refresh within reports (have a check box for it with frequency choices).
JStewart 03/19/07	I have requests for this from my users...automatic refresh of dashboards would be hot but I really want the ability to automatically pull a report and email it out on a scheduled basis.
mbarnett 03/19/07	Merged Idea originally posted 03/19/07 Automatic Report Delivery Via Email It would be great if you could schedule Reports to be automatically delivered via email on a recurring basis. We have a weekly sales call where a team of sales & marketing users discusses the current sales pipeline. While we all use the same report as the basis of discussion, inevitably people are all working off different versions of the data as the sales people update their Opportunities at the last minute, & different people format/sort their data differently before printing. If we could set up SalesForce to email the latest version of the report to the team at the same time every week, we'd have 100% confidence everyone was looking at the same data arranged the same way, and it would be more efficient than people individually exporting & formatting the report for printing.
Katmando 03/21/07	This is a great idea, but it would be nice to have an admin setting to refresh all of your reports once a day. Or at the very least to define a list of folders and all dashboards within those folders would be refreshed daily. I think daily is fine and if the user wants up to the minute reporting then they can click the refresh button.
GordonGalligher 03/23/07	Having the refresh configured at the dashboard COMPONENT level would be very useful, with the administrators having total control of how many concurrent refreshes could happen over any particular interval. This would allow each dashboard maintainer the ability to decide how often something should refresh. As we have seen with just these comments, some people say every time it is viewed, others say every 15 minutes, and others say once a month/quarter. Having this as part of the dashboard component and/or underlying report itself would then make it completely configurable based on the situation, rather than a single blanket statement for all reports/environments/etc. I can see how some sales reports might not need to update that often (perhaps once a day is okay), but a CS desk would want to have some of the critical metrics dashboard components update every 15-30 minutes, during business hours, and never after hours (for example). Having an option to also email or, better yet, available for downloading with an obvious link (so people with particular boxes can do wget to copy it to a "behind the firewall" server) would also be immensely useful.
LogoJon 03/27/07	Sending automatic reports via email daily, weekly, monthly, etc... would be very helpful. It would create greater buy-in by the executives who do not remember to log into Salesforce to view dashboards or reports.
shien37 04/11/07	It would be very helpful to get automated reports via email daily, weekly, monthly, etc. I keep getting requests for this feature from various departments.
Franchise35 04/12/07	The ability to auto-email reports and dashboards (on a schedule) is an invaluable feature for executives. People love the dashboard functionality of SFDC and people love getting stuff by email. Put the two together and you have a winning combination. If they could get a dashboard emailed to them and be able to drill into the underlying report from the email, that would be totally cool!!
WBFC 04/15/07	Even for a small organisation with small sales, the 'Refresh' issue is a problem. Surely a set number of refreshes based on the number of users aligns it with the $$ each customer is paying. Then it leaves the discretion with the user as to which ones and how often.
sgwood 04/29/07	Check out Jasper4Salesforce on the Appexchange. We provide a completely on-demand reporting service for salesforce, which includes distributing reports via email in PDF, Excel and Word. Reports with listings, charts and cross tabs can be developed via a Web based ad hoc report designer. Any data in salesforce can be accessed. As Franchise35 asked for, people receiving the report via email can drill through to the underlying salesforce information, like an Account, say.
hollywood 05/01/07	Merged Idea originally posted 04/20/07 Report Scheduler: Auto-Report Generation and Distribution It would be useful to have reports (Custom or not) auto-generated and distributed by email to a defined set of users, instead of having to manually run report every time I need it.
cpoulton 05/01/07	Merged Comment originally posted 04/23/07 This is huge. This seems almost like one of those 'duh' ideas.
LucBaart 05/01/07	Merged Comment originally posted 04/24/07 a 'duh' Idea which has been posted and voted on quite a few times http://ideas.salesforce.com/article/show/22241< idea
bouzid 05/01/07	Merged Idea originally posted 04/30/07 Automatic Periodic Emailing of Reports All: I need to have a report emailed to me on a weekly basis. Is there a way to trigger the periodic sending of reports? Thanks, Ahmed Bouzid Product Manager Angel.com 703-714-1078 bouzid@angel.com http://www.angel.com/
arronj 05/07/07	Merged Idea originally posted 05/06/07 Triggered emailing of reports Hi I was just wondering if anyone thought it would be a nice feature to be able to choose to have reports emailed to Salesforce users on a scheduled date and time. I.e send the Sales Manager the monthly forecast automatically. AJ
Lak 05/08/07	Merged Idea originally posted 05/08/07 Can I send a Leads Owner daily/weekly reminder e-mail I want to be able send email updates with a report containing the list of leads a person owns on a daily/weekly basis.
4Clay 05/16/07	A very good idea and definitely needed.
epowers 05/16/07	The ability to have reports sent to users automatically would be great. We have been looking for this functionality for awhile now. Does anyone know if there is a widget that would meet this need? If not, can someone from sfdc update users with a date on when they expect this to be rolled out?
Adam.Gerlinger 05/16/07	this is an easy fix and needed badly. Admins have to send out weekly reminders to teams all the time about data cleanup and such. Lets get er done SFDC.
Diwakar 05/29/07	I am having over 85 users running professional editions. Is there a way where I can schedule a batch process where in I can weekly mail the sales guys for their reports.
David2 05/29/07	On the subject of reports and dashboards, a large number of organisations use Excel as their standard spreadsheet/data manipulation package. Therefore is it possible for charts/data generated using salesforce.com to be exported and used within an Excel workbook? Thanks David Hatchett, Edexcel Ltd
e36mpower 06/13/07	Merged Idea originally posted 06/13/07 Refresh Dashboards at Time Set by Administrator Many users forget to refresh dashboards and end up viewing old data. One solution is for the administrator to be able to set an auto refresh time and frequency for individual dashboards.
ian_m 08/21/07	It is a great idea. Could it be implemented ASAP. We need it yesterday!!!
CongaMark 09/15/07	Based on this and related postings we created a solution that provides scheduled delivery of reports to users, groups, even contacts. Conga Courier by AppExtremes went live on the AppExchange this week. Please try it out and let us know what you think. We'll be at Dreamforce (booth #232), please visit us if you'll be there.
steve.lee 09/21/07	OOPS, started a duplicate http://ideas.salesforce.com/article/show/70864/Schedule_Dashboard_Refresh
Jefe55 10/03/07	Merged Idea originally posted 10/03/07 Be able to send Dashboards and Reports in Emails Thats pretty much it. I'd like to setup regular emails to workers with reports automatically attached in the email.
hs 11/13/07	8000+ requests... Hmmm... Is it just me or will will emailing of reports likely never happen because it allows non paying users to benefit from sfdc info...? From a revenue standpoint it makes sense, I am just sharing my thoughts...
miniguch 11/15/07	We currently scripted something on the backend to have dashboards update every 2 hours ... would be nice to be able to do it up front!
RuthA 11/26/07	This functionality would be great. My Sales Manager wants to show live dashboard data on a large screen to help motivate the team. Also scheduling reports for e-mail would be a bonus.
Heros 11/27/07	Is there any update if this feature is even being looked into? This would be a big time saver for my company and I.
annemarie 12/02/07	This feature would be fantastic to setup to notify BDM's when there opportunities are out of date. I send a manual report three times a week to staff.
wennerj 12/13/07	I currently run alot of manual reports on a weekly and monthly basis that I would LOVE to have automatically run and sent to the appropriate email addresses (not all SFDC users).
tt 12/26/07	Check the status on http://ideas.salesforce.com/article/show/70864/Schedule_Dashboard_Refresh< not going to mark this article with "coming soon" because reports are not included in it..
menix10 Jan 7	Hi, I think this is a long due feature.
eee Jan 7	Do it yourself with a fairly simple s-control that you include as a component of the http://community.salesforce.com/sforce/board/message?board.id=ajax_toolkit&me...
tt Jan 8	please don't do it yourself via this s-control unless you have to, because if the dashboard processing gets overloaded, we'll have to block the ability to control it this way.
jayhawks Jan 9	Would really like this feature - automated report generation, and then also need the ability to distribute the results via multiple technologies - mostly email and FTP (so that other systems can receive the data)
KMB Jan 10	Automated report generation, and distribution to groups, users or roles would be great - would really like to see this implemented.
jam01 Jan 17	Ability to automate emailing on schedule would help share the results of using this tool.
tt Jan 18	You can automate the emailing of the dashboard. We also know people want to be able to email a report, and that it's as important to many people as scheduling and emailing of dashboards. When we do reports, the same options as for dashboards will be present.
jamesh Jan 25	There is an AppExchange App called Conga Courier that handles automatic scheduling and emailing of Salesforce reports. Its got a 5 star rating. They can be sent to Salesforce and non Salesforce users. Check http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a033...
dschach Feb 13	Please change status to Released.
tt Feb 14	Why change status to released? Reports are not done...
kapowmarketing Feb 18	Batch Refresh - right now we are limited to one dashboard an hour. We should be able to refresh them all at once.

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