Schedule Salesforce Reports

You can automate and schedule the email delivery of Salesforce reports to any contact in Salesforce. A powerful feature of LOOP Reports is your ability to dynamically send Salesforce reports into an Excel file allowing you to create any required analytics. The end result is a scheduled email report designed, calculated and structured to meet the unique needs and requirements for your customers, reps, managers, and executives.

LOOP Reports Pricing

• Features

  • Send to Anyone: Automate and schedule Salesforce reports to any Contact in Salesforce
  • Email: Email standard Salesforce HTML reports, Excel output or selected output from Excel as a PDF
  • Package: Consolidate multiple Salesforce reports into one customized report
  • Mass Merge: Mass merge Salesforce reports, per unique account or other object, to email

• How It Works

  • Salesforce Reports: Nothing new … simply create your Salesforce reports
  • Build Report DDP: Create the schedule, select the reports to use and the appropriate Excel file, if needed
  • Delivery: Email the reports as a PDF, output from Excel as a PDF or the original Excel File

• Requirements

  • Salesforce Edition: Enterprise, Unlimited, Force.com, Developer
  • Hardware: None
  • Browsers: IE, Firefox, Safari, Chrome
  • Server: None
  • Operating Systems: Any
  • Languages: English, German, Italian, Spanish, Dutch, Swedish, Finnish, Portugese, Portugese (Brazilian)