pierre 2008-11-20T19:06:09Z There's a bug, functionality or doc: the page https://na6.salesforce.com/help/doc/user_ed.jsp?section=help&target=reports_schedule.htm&loc=help&hash=d2411e427 says: "To email a report to other users, the report must be in a public folder with access granted to the other users." A public folder is accessible to everyone already, a folder "with access granted.." is called shared, which does not work (but should!!) with emailing scheduled report. marilynl 2008-10-14T11:15:35Z Changed status to <span class="status_tag">Delivered</span>. tt 2008-08-28T19:51:53Z So, Dashboards in Spring'08, Reports go into Winter'09 (2 releases later), so the idea is now complete - both can be sent out via email on a schedule tt 2008-08-28T19:49:46Z Changed status to <span class="status_tag">Coming in Winter 09</span>. mark@epcti.com 2008-08-16T22:19:48Z yesyesyes, flexibility, email reports to any chosen email, related contact, related owner, group, email HTML report or even better attached excel tt 2008-07-11T18:13:48Z Changed status to <span class="status_tag">Ideas Under Consideration</span>. nayoub 2008-07-02T20:20:47Z It would be great if we could email an updated report that we didn't have to wait to run either! Reporting is taking a painfully long time lately (5-6 minutes for one report under some objects), so it would be great to email a report that would run in the background, and be emailed once the report generation is complete. I would also like reports to be emailed in export details format or printable view format. Scott_Jorgensen 2008-07-02T20:20:47Z Many web browsers allow you to email web pages by choosing "File=>Send Page by Email". You might try that with your reports. dganz 2008-07-02T20:20:42Z I was told that custom reports can not be e-mailed directly from salesforce. It would be very helpful if Salesforce can add a new feature that would allow users to e-mail custom reports directly from salesforce without having to export it first. Thank You, Dganz lizw 2008-07-01T15:50:31Z Changed status to <span class="status_tag">Large Enterprise Idea</span>. lynette_thomas 2008-05-07T11:31:32Z Any estimated date on when the email ability for Reports will be released? tt 2008-05-06T12:19:17Z If they aren't using computers, how do they want to recieve the dashbords? Normally, they'd have logins, and their admins would log on for them would print out their emails containing the refreshed dashboard. Then, the management become one of those people who sits on a plane with 200 pieces of printed paper, making hand-written notes on each email for their admin to type back up and reply on their behalf. They might need logins, because the next request to their admins after looking at the dashboard is "get me a list of these deals". bsc 2008-05-06T03:33:14Z we urgently need the abliity to send dashboards to management (not sf.com users and no affinity to computers at all) - if not, it´s back to Excel... sortit 2008-04-25T07:14:11Z I agree with Mneyer! Great idea! Like the naming convention idea! Would be great if you could not only schedule a report to run but send it to users too! Can currently schedule dashboards to refresh however the options are too restrictive. Every hour would be great! I have found that uses dashboards are often very out of date which defeats the purpose of being real time - (it may a problem with our IT infrastructure but..) it also takes an age to refresh our dashboards... jp_seabury 2008-04-20T11:52:29Z I really like the functionality we have now, with the ability to schedule a dashboard to refresh at a certain time of day -- and then mail a copy of that dashboard to a select user list. I'd like to see that same functionality extended to reports. I have some executive users that simply refuse to log into the tool, and insist on their reports being delivered in Excel worksheet format to their mailbox daily. I think I'd be able to get buy by simply presenting them the data in an HTML format in their mailbox daily -- so I'm really interested to see you take the current functionality of dashboards and extend it to reports! CraigAllen 2008-04-17T10:37:00Z The Spring 08 release "Schedule Refresh" feature is great for high-level visualization. However, some customer have the need to compare and contrast report data from week-to-week or month-to-month or quarter-to-quarter to see what has changed. The same type of Report Scheduling would be great -- to have scheduled reports sent as Excel files that can be compared more so than we're able to do in Salesforce today. Christoph_K. 2008-04-15T06:12:42Z so now we have it could we please get rid of the limitation to 10 dashboards? sharif 2008-02-21T04:28:41Z This is so obvious that im surprised SF havent made this available already. it would save a significant amount of time and would make the administrator as well as the users life so much easier. please please please implement this sooner rather than later! kapowmarketing 2008-02-18T11:17:48Z Batch Refresh - right now we are limited to one dashboard an hour. We should be able to refresh them all at once. tt 2008-02-14T00:10:23Z Why change status to released? Reports are not done... dschach 2008-02-13T13:54:14Z Please change status to Released. jamesh 2008-01-25T14:57:26Z 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 out: http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a0330000003zpmZAAQ tt 2008-01-18T19:34:48Z 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. jam01 2008-01-17T13:38:47Z Ability to automate emailing on schedule would help share the results of using this tool. KMB 2008-01-10T10:14:30Z Automated report generation, and distribution to groups, users or roles would be great - would really like to see this implemented. jayhawks 2008-01-09T10:13:02Z 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) tt 2008-01-08T10:54:50Z 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. eee 2008-01-07T12:57:47Z Do it yourself with a fairly simple s-control that you include as a component of the dashboard. http://community.salesforce.com/sforce/board/message?board.id=ajax_toolkit&message.id=4361#M4361 menix10 2008-01-07T06:54:48Z Hi, I think this is a long due feature. tt 2007-12-26T23:28:19Z Check the status on http://ideas.salesforce.com/article/show/70864/Schedule_Dashboard_Refresh I'm not going to mark this article with "coming soon" because reports are not included in it.. wennerj 2007-12-13T06:10:06Z 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). annemarie 2007-12-06T17:17:46Z 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. Heros 2007-12-06T17:17:43Z Is there any update if this feature is even being looked into? This would be a big time saver for my company and I. RuthA 2007-12-06T17:17:43Z 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. miniguch 2007-12-06T17:17:39Z 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! hs 2007-12-06T17:17:38Z 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... Jefe55 2007-12-06T17:17:23Z Thats pretty much it. I'd like to setup regular emails to workers with reports automatically attached in the email. steve.lee 2007-12-06T17:17:11Z OOPS, started a duplicate thread: http://ideas.salesforce.com/article/show/70864/Schedule_Dashboard_Refresh CongaMark 2007-12-06T17:17:09Z 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. ian_m 2007-12-06T17:17:02Z It is a great idea. Could it be implemented ASAP. We need it yesterday!!! e36mpower 2007-12-06T17:16:39Z 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. David2 2007-12-06T17:16:34Z 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 <br />David Hatchett, Edexcel Ltd Diwakar 2007-12-06T17:16:34Z 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. Adam.Gerlinger 2007-12-06T17:16:30Z 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. epowers 2007-12-06T17:16:30Z 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? 4Clay 2007-12-06T17:16:30Z A very good idea and definitely needed. Lak 2007-12-06T17:16:26Z I want to be able send email updates with a report containing the list of leads a person owns on a daily/weekly basis. arronj 2007-12-06T17:16:26Z 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 bouzid 2007-12-06T17:16:24Z 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/ LucBaart 2007-12-06T17:16:22Z a 'duh' Idea which has been posted and voted on quite a few times even http://ideas.salesforce.com/article/show/22241 duplicate idea cpoulton 2007-12-06T17:16:21Z This is huge. This seems almost like one of those 'duh' ideas. hollywood 2007-12-06T17:16:24Z 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. sgwood 2007-12-06T17:16:23Z 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. WBFC 2007-12-06T17:16:19Z 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. Franchise35 2007-12-06T17:16:18Z 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!! shien37 2007-12-06T17:16:18Z 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. LogoJon 2007-12-06T17:16:12Z 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. GordonGalligher 2007-12-06T17:16:11Z 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. Katmando 2007-12-06T17:16:10Z 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. mbarnett 2007-12-06T17:16:09Z It would be great if you could schedule Reports to be automatically delivered via email on a recurring basis.<br /><br />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.<br /><br />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. JStewart 2007-12-06T17:16:09Z 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. HWC1975 2007-12-06T17:16:06Z 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). jfxk 2007-12-06T17:16:05Z 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. rfuglaar 2007-12-06T17:16:04Z PLEASE PLEASE PLEASE ADD THIS FEATURE - This would be great for all the dashboard geeks. We need this! EarthCalcDotCom 2007-12-06T17:16:03Z I think this is the post you meant. http://ideas.salesforce.com/article/show/22241 EarthCalcDotCom 2007-12-06T17:16:03Z dcunni - your link is to the wrong post i think. EarthCalcDotCom 2007-12-06T17:16:03Z 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. Holly24 2007-12-06T17:16:01Z 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!!! :) Jezcab 2007-12-06T17:15:53Z Yes, this can be time consuming, if they refreshed automatically it would be fantastic. hwilnerMegaPath 2007-12-06T17:15:52Z 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. carlson 2007-12-06T17:15:33Z Having Dashboards refresh automatically would be very helpfull. dcunni 2007-12-06T17:15:26Z 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? Aliza 2007-12-06T17:15:26Z 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-refresh/#more-4 dmcniff 2007-12-06T17:16:03Z EarthCalcDotCom 2007-12-06T17:16:03Z 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.<br /><br />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. jhbenter 2007-12-06T17:15:59Z Priority: 1) Scheduled Reports/Dashboards 2) Auto-refreshing Dashboards Cererbro 2007-12-06T17:15:57Z Both features (scheduled refresh of dashboards (or realtime), and email reports) are great ideas. The current way dashboards work is terrible! ashley@bluefieldscapital.com 2007-12-06T17:15:57Z 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. Jefe 2007-12-06T17:15:55Z I would like to have weekly reports sent out automatically from Salesforce to a group of employees/users. sonicfraylnxi 2007-12-06T17:15:54Z Pls!! Scheduled reports emailed out to a pre-determined list of recipients brenwyn99 2007-12-06T17:15:52Z This would be great. I was coming to add it to the list myself. JackieT 2007-12-06T17:15:50Z 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. rszpak@assystem.com 2007-12-06T17:15:48Z 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 GregBanig 2007-12-06T17:15:44Z great idea rpr 2007-12-06T17:15:41Z This should have the ability to set the frequency for how often to do the automated refresh. ScottElliott 2007-12-06T17:15:42Z Ability to select for your dashboard to auto refresh to save time taken in manually refreshing dashboards. 4Hub 2007-12-06T17:15:35Z This is a great suggestion but I think it is already out there. Search "Scheduled + Emailed Reports/Dashboards " lmsinc 2007-12-06T17:15:40Z Have the ability to generate reports automatically and have them emailed.<br /><br />Schedule by frequency, (day, week, month) and recipient(s).<br /><br />Netsuite offers this on all of their reports and it is very handy. warrenlester 2007-12-06T17:15:39Z 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. bslater 2007-12-06T17:15:39Z 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. bslater 2007-12-06T17:15:39Z This functionality would help us streamline a number of recurring tasks. dcunni 2007-12-06T17:15:34Z 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/ SSilver 2007-12-06T17:15:34Z 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. Haigy 2007-12-06T17:15:33Z 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. WrogWrog 2007-12-06T17:15:31Z I'm more interested in the emailing than the refreshing michele_p 2007-12-06T17:15:31Z 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. FeatureReq 2007-12-06T17:15:30Z 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. Mneyer 2007-12-06T17:15:28Z 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.<br /><br />Example: <br />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. cland555 2007-12-06T17:15:22Z 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 YoBerger 2007-12-06T17:15:19Z I just recently had two requests by different users for this functionality - let's have it!