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Schedule Reports in Salesforce Classic

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Schedule Reports in Salesforce Classic

You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don’t have to remember to log in and do it yourself.

Required Editions

Available in: Salesforce Classic
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Schedule Reports
  1. Schedule a Report for Refresh
    Schedule a report to run daily, weekly, or monthly. An HTML version of the report can be sent by email to users in your organization.
  2. View a Report's Schedule
    View a report's schedule on the Schedule Report page or from the Reports tab. View all report schedules for the organization under Setup.
  3. Manage a Report’s Schedule
    Create, change, view, or delete a scheduled report from the Schedule Report page.
  4. Change a Report's Schedule
    You can change an already scheduled report on the Schedule Report page.
  5. Delete a Report's Schedule
    Select a scheduled report and unschedule it to delete its scheduled run.
  6. Tips on Scheduling Reports
    Some tips to keep in mind about timings, limits, and email notifications when scheduling a report.

See Also

 
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