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Get Notified When Report Conditions Are Met
Set report conditions so that recipients are notified when a total in your Salesforce report reaches a meaningful threshold.
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 specify who runs the report in a report subscription: | Subscribe to Reports: Set Running User |
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From the Reports tab or from the report run page, select
| Subscribe.
- In the Schedule area of the setup screen, set the schedule for updating your report.
- In the Conditions area, select Add conditions to this report.
- Select the aggregate to which the threshold applies, such as Record Count.
- Select the operator for comparison, such as Greater Than.
- Enter the threshold value, such as 400.
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To add additional conditions, click + Add Condition.
With multiple conditions, the threshold is met if all conditions are met (AND match).
- To send a summary of the conditions that were met plus the full report, select Summary + Report. To send only a summary of the conditions that were met, select Summary only.
- In the Edit Recipients select the users, groups, or roles to receive the notifications.
- Click Save.
Each time your report runs, the report conditions are checked. If the threshold conditions are met, email is sent to the specified recipients with a summary of the conditions that were met. If you select Summary + Report, a copy of the full report is sent along with a summary of the conditions that were met.
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