How to Subscribe/Unsubscribe to Reports in Salesforce Lightning Experience

How to Subscribe/UnSubscribe to Reports in Salesforce

What Does Subscribing to a Report Do

When you subscribe to a report, Salesforce will send you an email with that report at a predetermined time and frequency.

Why Would You Want to Subscribe to a Report

Some examples of business cases for subscribing to a report are viewing a Report before a daily meeting, assessing your teams performance from the previous day, and determining your current status on meeting Key Performance Indicators(KPIs).

How to Subscribe to a Report

  1. Click on the Reports Tab
  2. Navigate to the reports folder
  3. Find the report you want to subscribe to
  4. Locate the reports line in the list of reports
  5. Click on the down arrow (Triangle) on the right side of the report
  6. Click on Subscribe
Report drop-down arrow
Schedule a report menu
Report Scheduling Menu

7. Select the Frequency, Days, and Time you want the report delivered.
8. Add any Attachments that you would like to attach
9. Choose the Recipients (Note: report must be in a shared folder)
10. Choose the User you want to run the report as
11. Determine if any conditions need to be met to send the report (example: cases open for a certain number of days)
12. Click Save

How to Unsubscribe to a Report in Salesforce

How to Unsubscribe to a Report in Salesforce
Unsubscribe to a Report
  1. Click on the Reports
  2. Click on the name of the report you wish to cancel
  3. Click the drop-down arrow to the right
  4. Click Subscribe
  5. Click Unsubscribe

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