Subscribe to Reports in Salesforce

Tags salesforce

You can "subscribe" to a report in Salesforce in order to receive it automatically at a set interval (for example, every Monday).  To do this:

  1. Click the Reports tab
  2. Select the report to which you wish to subscribe
  3. Click the down-arrow next to the Edit button
  4. Select "Subscribe"

Screenshot of report subscription menu in Salesforce

  1. Choose the desired schedule and features
  2. Click Save
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