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Schedule and Subscribe to Reports

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Schedule and Subscribe to Reports

Receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
  • Subscribe to Reports in Lightning Experience
    Instead of manually running and emailing a report to your team, you can subscribe to a report. Subscribe yourself and other users, groups, or roles to receive refreshed report results by email on a schedule that you set.
  • Get Notified When Report Conditions Are Met
    Set report conditions so that recipients are notified when a total in your Salesforce report reaches a meaningful threshold.
  • Attach Files to Report Subscriptions
    When subscribing to a report, choose to receive report results as a formatted spreadsheet (.XLSX) or a comma-separated (.CSV) file attached to the subscription email.
  • Subscribe to Get Report Notifications in Salesforce Classic
    In Salesforce Classic, subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce app notifications, Chatter, or email.
  • Report on Subscriptions and Notifications
    Combine subscriptions, actions, and conditions in a single joined report that shows who set up each subscription, the schedule and conditions, and the recipients and actions. Learn about the objects used in subscription reporting and the cron expressions for subscription schedules.
  • 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.
 
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