User Guide: Rocket Reports

Rocket Reports provides robust report subscription capabilities, allowing administrators to automatically email Salesforce reports as attachments (.csv or .xlsx) to any internal or external email address.

Built entirely on the Salesforce platform using Apex and Lightning Web Components (LWC), Rocket Reports operates securely within your organization. It makes no external API calls, ensuring all data processing occurs safely within Salesforce.

To get started, navigate to the Rocket Reports App page from the Salesforce App Launcher.

Creating Subscriptions

From the Rocket Reports app page, click the Create Report Subscription button. This action launches a screen flow designed to guide you through the subscription setup process.

Fill in the following details within the flow:

• Report Subscription Name (Text): Enter a descriptive name for easy identification (e.g., "Weekly Sales Report - EMEA Team").
• Report Attachment Type (Picklist): Select the desired format for the emailed report attachment: .csv or .xlsx.
• Report (Lookup): Choose the specific Salesforce report you want to subscribe to from the list of available reports in your org.
• Send to (Emails): Enter the email addresses of the recipients. You can add multiple email addresses, separated by commas or semicolons (check the field help text for the exact separator). Both internal Salesforce users and external email addresses are supported.

After filling in these details, proceed through the flow (which includes the Scheduler Section described below) and click Save or Finish to create and activate the subscription.

Scheduler Section

Within the subscription creation flow (or when editing an existing subscription), you'll encounter the Scheduler Section. This is where you define how frequently the report subscription should run and email the report.

Configure the desired frequency (e.g., daily, weekly on specific days, monthly on a specific date) and the preferred start time for the subscription to run.

Accessing and Managing Subscriptions

You can view and manage all created subscriptions directly from the Rocket Reports app page. Use the standard Salesforce list views (e.g., "Active Subscriptions", "Inactive Subscriptions", "All Subscriptions") to filter and find specific subscriptions.

Click on a subscription name to view its details, edit its configuration (including schedule and recipients), activate/deactivate it, or delete it.

Manual Report Trigger

For ad-hoc needs or testing, you can manually trigger a specific subscription to run immediately.

Navigate to the detail page of the desired Report Subscription record. Click the Send Report Now Quick Action button. This will execute the subscription once and email the report to the configured recipients, regardless of the scheduled time.

Activity Logging

Rocket Reports automatically logs activity for troubleshooting and auditing purposes. Every time a report subscription runs and attempts to send an email, a Task record is created and linked to the corresponding Report Subscription record.

You can view these logs in the "Activity" related list on the Report Subscription record's page. These logs contain details about the execution, including whether the email was sent successfully and, if applicable, may include error messages. The sent email itself (with the attachment) might also be logged here, depending on your Salesforce email logging settings.

Good to Know