Report Sender

Report Sender

CloudAnswers
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+

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About

Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).

About

Titan Web is a no-code portal and web application builder for Salesforce that helps organizations create branded customer, employee, partner, vendor, and volunteer experiences around any business process. Users can design websites, portals, complex forms, surveys, and workflows, then push and pull Salesforce data in real time without syncing delays, CSV files, scripts, or middleware. AI Studio can turn a prompt into a Salesforce-synced portal that takes shape in real time, while drag-and-drop customization gives teams control over layouts, content, logic, visibility, and branding. SmartV adds authentication and data access through OTP, two-factor authentication, page-level locks, integration-user checks, SAML2, Salesforce identity providers, and configurable public or private pages. Teams can define permissions for different user types, build approval flows, support non-Salesforce users through SSO portals, upload files and related records, and manage everything directly in Salesforce.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for a free application that selects any of their Salesforce reports to be sent as a CSV file to an internal and external email address on a regular schedule

Audience

Administrators who need to build secure self-service portals and automate member processes without coding

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$100 per month
Free Version
Free Trial

Pricing

$250 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CloudAnswers
Founded: 2009
United States
www.cloudanswers.com

Company Information

Titan
Israel
titandxp.com/salesforce/cloud-experiences/

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Categories

Categories

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Salesforce
Google Drive
Google Sheets
Microsoft Excel
PayPal
SAP Cloud Platform
Slack
Titan

Integrations

Salesforce
Google Drive
Google Sheets
Microsoft Excel
PayPal
SAP Cloud Platform
Slack
Titan
Claim Report Sender and update features and information
Claim Report Sender and update features and information
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Claim Titan Portals and update features and information