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Run Reports in the Background

Run Reports in the Background

Run large reports in the background so you can keep working in Salesforce without waiting for results to display. This is a good way to run data-intensive reports that might otherwise time out due to the large number of report results.

Required Editions

Available in: Salesforce Classic
Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To export reports to the background: Background Report Export
To view reports exported to the background by other users:

Background Report Export

AND

View All Data

To manage reports exported to the background by other users:

Background Report Export

AND

Modify All Data

Reports exported to the background run sequentially, one at a time. Therefore, the latest report exported to the background runs after all reports previously exported to the background finish running.

You can export an unlimited number of reports to the background.

Note
Note Running reports in the background is only supported in the Report Wizard. The Report Builder doesn’t support running reports in the background.
  1. Export a Report to Run in the Background
    To set up a report to run in the background, you have to export it in a special way.
  2. View and Manage Background Reports
    After you've set up a report to run in the background, you can view and manage it from the background report exports list.
 
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