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Tips on Scheduling Reports
Some tips to keep in mind about timings, limits, and email notifications when scheduling a report.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
Scheduling Report Runs
- On the Reports tab, hover over
in the schedule column (
) to view a report’s schedule. To see the icon and
information, users must have Schedule Reports permission. - You can’t create schedules for joined reports.
- Your org can schedule up to 200 reports. If your org has the maximum number of reports scheduled, you can’t edit the schedule or add or remove recipients for currently scheduled reports. Instead, unschedule the report and then schedule it again with the changes. Daily and hourly limits differ by edition. See Reports and Dashboards Limits, Limitations, and Allocations. Additional scheduled reports are sometimes 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 (PST), and you schedule a report to run every day at 2:00 PM, the report runs every day between 2:00 PM and 2:29 PM PST.
- 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, select from the On day of every month dropdown 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 anytime between 2:00 PM and 2:29 PM, depending on how many other reports are scheduled at that time.
- Scheduling reports isn’t tracked in the audit trail history.
Emailing Scheduled Reports
- You can't email scheduled reports to Chatter Free users.
Note Previously, Chatter Free users could receive scheduled reports by email, even though they can’t access the report in Salesforce. Scheduled reports that were set up to email Chatter Free users continue to email to Chatter Free users. - 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 (56 cm) wide or with more than 63 columns don’t always 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.
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