Creating automated reports in Salesforce can be a daunting task. Its a large system with a ton of tools so its normal to be overwhelmed by all of it.
Salesforce Email Reports are perfect for getting Salesforce data on a daily, weekly or monthly basis, right to your email inbox.
In this guide, I am going to walk you through how to create automated email reports in Salesforce. Whether you want to see all the leads coming in each month, or see sales by day, you can get it all to your email whenever you like!
First, click on your App Launcher, which is the 6 squares in the top left of your Salesforce navbar.
This will pop open a modal with all your Salesforce links. Click on the Reports link and we will begin creating a report to set up as our email reports.
On the reports page, you will see all your reports (if you have any) and a button at the top to create a new report. Click the button to create a new Salesforce report.
Now, you will have to choose what type of report you want to build. There are hundreds (if not thousands) of possiblities for reports in here.
Here are all the main report types you can create in Salesforce:
- Accounts and Contacts
- Customer Support Reports
- Contracts and Orders
- Price Book,s Products and Assets
- Administrative Reports
- Files and Content Reports
Lets say you want to create a Salesforce email report of all the leads that you get each month, week, or day. Simply choose the leads report type and select the leads sub report.
It will show you a little preview on the right of what your Salesforce report will look like.
Lets say that you want to create a report that sends you all the opportunities for the month… You will simply choose the Opportunities sub report and next we will choose when and who to send it to.
Once you have built the report you want, click create and you will now see your report in the Salesforce report list.
Before, we move any further, lets save our report so nothing gets lost. In the top left corner of your dashboard, you will see a save and a save as button. Click the save as button to save your new report.
Add a name and a description to your report that explains what it does. If you want to add it to a specific folder, you can. We are just going to add it to our Personal Custom Reports folder.
Once your report is saved, we can run the report to create the automated email piece of the puzzle. Click the big, dark run report button in the top right corner of your dashboard.
This will run your report and spit it out into a nice table. Here is where you can build your automated email reports for Salesforce.
In the top right corner of the report, you will see an edit tab with a dropdown. Click the dropdown button to show the list of edit tools. The subscribe link is what you choose to create automated email reports in Salesfroce.
When you click subscribe, a modal window will popup to edit your preferences for your automated Salesforce email reports.
Choose whether you want to recieve the email reports daily, weekly or monthly. If you choose weekly, you can choose which day of the week you receive it.
Lets say you want to get your email reports everyday. Choose daily and pick what time you want to receive the email report.
Next, choose you want to send the report to. Note that they have to be members in Salesforce to receieve these reports.
If you want to send automated Salesforce email reports to non-Salesforce members, try our Salesforce Email Reports software that allows you to send Salesforce reports via Email to whoever you want… whenever you want!
Once your settings are all good to go, simply click save and your new email report is now ready!
You will recieve the email reports to the accounts provided on the times you specified. To stop the email reports, simply delete the report in the report manager.
Hopefully this guide showed you how to create automated Salesforce email reports. If you have any questions or comments, please join in the conversation below!