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Subscribe to Dashboards in Lightning Experience
Rather than manually refreshing a dashboard, you can subscribe to it. Subscribe yourself and other users, groups, or roles to receive refreshed dashboard results by email on a schedule that you set.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To subscribe to dashboards: | Subscribe to Dashboards |
| To subscribe other people to dashboards: | Subscribe to Dashboards: Add Recipients |
| To subscribe other people to dashboards by group or role | Subscribe to Dashboards: Send to Groups and Roles |
Watch a video: 
Subscribe to Reports and Dashboards (Lightning
Experience)
-
Open the Lightning dashboard and click Subscribe, or on
the Dashboards tab, select
| Subscribe.
- In the Edit Subscription window, set the subscription schedule.
-
Add recipients or remove yourself.
You’re automatically added as a recipient.
- Click Edit Recipients.
-
Select from the available entity types and start typing to see all the
matching names.
Only the users, groups, or roles with permission to access the dashboard are listed.
- Select from the matching options and click Add.
- Close the Edit Recipients window.
- If you want to refresh your dashboard on a schedule without emailing it to recipients, deselect Receive new results by email when dashboard is refreshed
When the subscription emails the refreshed dashboard to each recipient, it sends it to the email address set in Settings | Email | My Email Settings. If no email is set in My Email Settings the refreshed dashboard is sent to the recipient’s email address set on their Salesforce User record.Subscription notifications are typically sent from the email address of the user who created the dashboard subscription. To use an organization-wide email address, in Setup, select Enable Org-Wide Email Address for Dashboard Subscription and select the org-wide email address to use from the dropdown.
Important Recipients see the same report data as the person running the report. It’s possible that they see more or less data than they normally see in Salesforce. - Click Save.
The dashboard subscription starts, and recipients begin receiving dashboard results by email according to the schedule and conditions you set. For considerations, review Reports and Dashboards Limits and Allocations.
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