Operational Reports & Dashboards is one of the most heavily used features within Salesforce with a large footprint. It enables business users to access and analyze their data with ease to make data-driven decisions. With the plethora of feature requests for reports & dashboards, prioritization is always a juggle. In the past few releases, we’ve improved the lightning report builder, adding advanced features like Disable Preview, Sorting, Conditional Formatting, and Unique Count. Now, our goal is to have this data available for you at your fingertips.
Until now if you wanted to view your data, you had to log into Salesforce and run your report. A variety of end-users with different roles consume reports, and they don’t always want to log in to Salesforce to view their data. They need an option that’s easily and readily accessible.
Let’s dive into an example
You’re the leader of a Sales team and have a weekly sync with your team on Mondays at 9 AM. You often take this call while driving to the office and don’t always have the time in the morning to log into Salesforce to prepare in advance. You want to be able to skim through a report quickly before you head to the office to check overall forecasting numbers and the top 5 deals your team is working on.
Get reports delivered directly to your inbox
With the new Report Subscription Attachment feature, you or your admin can subscribe you to reports to be delivered on schedule to your inbox. Each email includes a report summary with filters that you can easily view on your mobile device or desktop. Later you can click the email attachment to open the report in Salesforce.
In our example, your admin can subscribe you to a summary report with details of the top 5 deals that your team is working on. You can have the report to be delivered to you at 7 AM on Mondays so you always have the latest data for the sales meeting.
Customize subscriptions even further
The attached reports can have up to 15,000 rows and 30 columns, and the report can be delivered as a formatted Excel file or a details-only CSV file with your preferred encoding. You can even set conditions for delivery of the report email, for example, to send the report only when ACV exceeds $10,000.
What are the benefits of this feature?
- Save time by viewing the report directly in your inbox instead of finding it in Salesforce
- No need to export the report manually each time every time you need it in Excel format
- Only get notified when certain conditions are met. Hence eliminating unnecessary noise.
What’s next for the future?
Per customer feedback, we plan to support an XLSX details-only export option in the future.
We’re also considering PDF attachments for dashboard subscriptions to make it easy for end-users who want to use dashboard subscription PDFs directly in their presentations or meetings.
How do I enable this feature?
This feature is slated to be Generally Available (GA) in Winter 21 and is in Open Beta in the Summer 20 release.
In order to sign up for it, navigate to Setup → Reports & Dashboards Settings and then opt into the Org Pref “Let users attach reports as files to report subscription emails in Lightning Experience”.
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