Subscribe to Reports in Salesforce

Summary

How to subscribe to reports in Salesforce

Body

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

Details

Details

Article ID: 5802
Created
Mon 8/7/23 1:47 PM
Modified
Mon 8/7/23 1:48 PM