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Attach Files to Report Subscriptions
When subscribing to a report, choose to receive report results as a formatted spreadsheet (.XLSX) or a comma-separated (.CSV) file attached to the subscription email.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To subscribe to reports: | Subscribe to Reports |
| To subscribe other people to reports: | Subscribe to Reports: Add Recipients |
| To subscribe other people to reports by groups or roles: | Subscribe to Reports: Send to Groups and Roles |
| To specify who runs the report in a report subscription: | Subscribe to Reports: Set Running User |
| To attach files to report subscriptions | Export Reports |
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From the Reports tab or from the report run page, click
| Subscribe.
- Click Attach File.
- Choose to attach a Formatted Report (.XLSX) or a Details Only (.CSV) file.
- If attaching a details only (.CSV) file, optionally choose an encoding.
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Click Save.
The Edit Subscription menu shows that report results are included as an attachment.
- Click Save.
The subscription email arrives with an attached file containing report results.
- Limits, Limitations, and Allocations
- The attached report can include up to 15,000 rows, 30 columns, and 3-MB file size. Extra data is clipped or not sent. To view the entire report in Salesforce, click the report title in the formatted report email or sign in to Salesforce and search for the report.
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