Some tips to keep in mind about timings, limits, and email notifications when scheduling a report.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Scheduling Report Runs
- On the Reports tab, hover over in the schedule column () to view a report’s schedule. Note that users without the “Schedule Reports” permission can't see this icon and information.
- You can’t create schedules for joined reports.
- Your organization is limited to no more than 200 scheduled reports. Daily limits differ by edition. Additional scheduled reports may be available for purchase.
- Scheduled reports run in the time zone of the user who set up the schedule. For example, if the Time Zone field on your user record is set to Pacific Standard Time, and you schedule a report to run every day at 2:00 PM, then the report runs every day between 2:00 PM and 2:29 PM Pacific Standard Time.
- If you view and save a schedule in a time zone different from the one in which it was previously scheduled, the time slot could potentially change.
- If you schedule a report to run on a specific day of every month, the report runs only on months that have that specific day. For example, if you schedule a report to run on the 31st day of every month, then the report runs only on months that have 31 days. To schedule a report on the last day of every month, choose last from the On day of every month drop-down list.
- The report runs within 30 minutes of the time you select for Preferred Start Time. For example, if you select 2:00 PM as your preferred start time, the report runs any time between 2:00 PM and 2:29 PM, depending on how many other reports are scheduled at that time.
- Scheduling reports is not tracked in the audit trail history.
Emailing Scheduled Reports
- Emailed reports don’t include report charts. To email a chart of the report, create a dashboard and schedule a dashboard refresh.
- Reports display only the first 2,000 records (same as in a browser).
- Outlook 2007 limitation: Report emails containing tables more than 22 inches wide or with more than 63 columns might not display properly.
- The maximum size for emailed reports is 10 MB. Try the following techniques to reduce the amount of data in your report:
- Filter for your own records, rather than all records.
- Limit the scope of the data to a specific date range.
- Exclude unnecessary columns from your report.
- Hide the report details.