Go to "Reports" and find the folder on the left hand side that contains the dashboard in question. Click the pin icon and click "Share." Make sure the folder is shared with the users you would like to receive the dashboard.
Full Answer
How do I schedule a dashboard in Salesforce?
You can schedule a dashboard so that Salesforce automatically emails you and other people a copy of it periodically. Dashboards and reports that are scheduled have a checkbox in the Scheduled dashboard column. Open the dashboard you want to schedule. Click the Refresh arrow and select Schedule Refresh. The Schedule Dashboard Refresh screen appears.
How do I schedule a report/dashboard to a recipient?
Scheduling to recipient by using Enhanced Folder Sharing model Using this method, you'll be able to grant the individual User access to the report/dashboard folder. You will then be able to email the report to just them. Once you've configured your folder access, check out our documentation on scheduling your report and dashboards .
How do I schedule an email dashboard refresh?
Dashboards and reports that are scheduled have a checkbox in the Scheduled dashboard column. Open the dashboard you want to schedule. Click the Refresh arrow and select Schedule Refresh. The Schedule Dashboard Refresh screen appears. Specify to whom you want to send the Email Dashboard.
How do I share a dashboard with another user?
Check the sharing settings for the folder that contains the dashboard. Go to "Reports" and find the folder on the left hand side that contains the dashboard in question. Click the pin icon and click "Share." Make sure the folder is shared with the users you would like to receive the dashboard. You need to sign in to do that.
Can you email dashboards in Salesforce?
You can subscribe to dashboards yourself and also add other users, groups, and roles. Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboards results by email.
How do I send an email from a dashboard in Salesforce?
Required Editions and User PermissionsSelect the dashboard page or widget that you want to share.Click Share, and then click Email. Enter the recipient's email address (1), and select the format (2). Enter the subject (3). The name of the dashboard or page is used by default. ... Click Send.
How do I email a dashboard in Salesforce lightning?
0:382:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or openMoreFind the dashboard you want to subscribe to and click the more actions arrow. Then subscribe or open the dashboard. And then click Subscribe.
How do I email a dashboard?
Emailing a DashboardIn the Dashboard page, click on the gear icon as shown in the following figure.Select Email as attachment.In the Email Dashboard dialog box, select the required format from the drop-down list. By default, PDF is selected.Enter the email address. ... Click Send.
Is it possible to email a dashboard to someone who is not a Salesforce user?
There are couple of apps on appexchange namely CongaCourier, Report Scheduler which will allow you to schdeule the reports and dashboards directly from salesforce to non salesforce users.
What happens when you follow a dashboard in Salesforce?
For example, to receive alerts when total sales for a gauge fall below a certain amount, set conditional highlighting on that component, then follow it. To follow a dashboard, click Follow. When you follow a dashboard in Salesforce Classic, you automatically follow all eligible components.
How do I share a dashboard in Salesforce lightning?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I send a report via email in Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...
How do I automatically send a report in Salesforce?
On the Reports tab, click a report name.Click Schedule Future Runs from the Run Report dropdown menu. ... On the Schedule Report page, specify a running user who has access to the folder where the report is stored. ... Select an email setting. ... Set the frequency, duration, and time for running the report:More items...
Can we send dashboard in email?
For dashboards, you can send an email containing a link to a dashboard in HubSpot. Emails can be sent once or scheduled to be sent daily, weekly, or monthly.
How do I share a dashboard?
To share a Dashboard with the current view:View the Dashboard you want to share.Click Share > Share Object.
How do you send a report through email?
Guidelines for Writing Email ReportsUse the Subject line to Introduce Your Email Report. ... Develop a Format for Writing Your Email Report. ... Focus on Relevant Details in Your Email Report. ... Proofread Email Reports before Sending Them Out. ... Introduction. ... Body. ... Writing Email Reports' Conclusion.
How to schedule a dashboard?
Schedule a Dashboard. Open the dashboard you want to schedule. You can't schedule dashboards if they are: Filtered dashboards. Dynamic dashboards. Click the Refresh arrow and select Schedule Refresh. The Schedule Dashboard Refresh screen appears.
Can you schedule a dashboard in Salesforce?
You can schedule a dashboard so that Salesforce automatically emails you and other people a copy of it periodically. Dashboards and reports that are scheduled have a checkbox in the Scheduled dashboard column.