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Set Up and Maintain Your Salesforce Organization
Let Users Attach Files to Report Subscriptions

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Let Users Attach Files to Report Subscriptions

Let users who subscribe to reports choose to receive report results as a formatted spreadsheet (.XLSX) or a comma-separated (.CSV) file attached to the subscription email. The email itself includes the report name in the subject line, but there is no email body. Row-level record details are included in the attached file instead.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To modify report and dashboard settings: Customize Application
Note
Note

As a beta feature, Report Subscription Attachments is a preview and isn’t part of the “Services” under your Main Services Agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Report Subscription Attachments in the IdeaExchange or in the Trailblazer Community. For information on enabling this feature in your org, contact Salesforce.

  1. From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
  2. Select Let users attach reports as files to report subscription emails in Lightning Experience.
  3. Click Save.

While subscribing to a report, users with the requisite user permissions can now choose to attach a file containing report results to subscription emails.

Note
Note Even if your org participated in the Spring ’20 closed beta, to attach files to report subscription emails, an admin must enable this feature from setup.
 
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