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            Schedule Reports in Salesforce Classic

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            3. Reports and Dashboards

            Schedule Reports in Salesforce Classic

            You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don’t have to remember to log in and do it yourself.

            Required Editions

            Available in: Salesforce Classic
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Available in: Enhanced Folder Sharing
            User Permissions Needed
            To create, edit, and delete reports:
            Enhanced Folder Sharing
            Schedule Reports
            1. Schedule a Report for Refresh
              Schedule a report to run daily, weekly, or monthly. An HTML version of the report can be sent by email to users in your organization.
            2. View a Report's Schedule
              View a report's schedule on the Schedule Report page or from the Reports tab. View all report schedules for the organization under Setup.
            3. Manage a Report’s Schedule
              Create, change, view, or delete a scheduled report from the Schedule Report page.
            4. Change a Report's Schedule
              You can change an already scheduled report on the Schedule Report page.
            5. Delete a Report's Schedule
              Select a scheduled report and unschedule it to delete its scheduled run.
            6. Tips on Scheduling Reports
              Some tips to keep in mind about timings, limits, and email notifications when scheduling a report.

            See Also

             
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