how to schedule a report to other users in salesforce

With Reports:

• Click on the “Reports” tab. To select the report you will schedule, click the More Action arrow. Select “Subscribe”. OR Click on the report to be ...
• An “Edit Subscription” window will pop up.
• Under the “Schedule” section, you can select a frequency like: day, and time to generate and email updated reports as per your requirements. E.g., ...
• Under “Subscribe”, you will find a default recipient. To add others to the list, “Edit Recipients” with the “Add” button. You can exclusively add ...

Full Answer

How to schedule a run in Salesforce?

Go to Reports Tab. Now select the report to which you want to schedule. Click on the Report name to edit in detailed mode. Now click on Run report pick list and select Schedule future Runs as shown above.

How do I schedule reports in Salesforce Lightning mode?

In Salesforce Lightning mode, you have two ways to schedule reports: with Reports and Dashboards. We’ll walk you through each. Navigate to Reports and choose the report you want to schedule. Either click on the report or More Action to show the Subscribe button, then click it.

How to create a report schedule?

1 Select the running user from 2 Select Email report option to which an email will be sent when a report is scheduled. 3 Select the frequency to which the report to be run. 4 Enter starting date and Ending date. 5 Select preferred time. 6 Select the option as Save the report modifications with this schedule. 7 Finally Save report schedule.

How often should I run the report in Salesforce?

Schedule how often (every weekday, daily, or weekly) and when to evaluate for your conditions. For example, run the report every weekday at 7 a.m. Select one or more notification types. Send an in-app notification in the Salesforce app

How do I add a user to a scheduled report in Salesforce?

Save the report in the "Unfiled Public Reports" folder temporarily, then schedule your report and save it in its original folder. Create a new Public Group with the Users who need the report emailed, then share the report folder to the new Public Group and select that group in the report schedule.

How do you send an automated report in Salesforce?

Scheduling Reports in Salesforce.com steps. Go to Reports Tab. Now select the report to which you want to schedule. Click on the Report name to edit in detailed mode. Now click on Run report pick list and select Schedule future Runs as shown above.

How do I share a report to a specific user in Salesforce?

On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.

Can you schedule a report in Salesforce lightning?

In Salesforce Lightning mode, you have two ways to schedule reports: with Reports and Dashboards. We'll walk you through each.

Can we schedule a report in Salesforce?

On the Reports tab, click a report name. Click Schedule Future Runs from the Run Report dropdown menu. If you're creating a report, you're asked to save the report in a folder before scheduling. If the report folder is shared with a group, you can schedule the report only for the entire group.

Can Salesforce send reports to external users?

You can send reports only to email addresses included on Salesforce user records. Per Subscribe to Get Refreshed Report Results in Lightning Experience, When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.

How do I control access to reports in Salesforce?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

How do I share a report link in Salesforce?

Go to the Report tab -> Find the report folder you want share, Click the little Aero icon -> Select Share. Follow the screenshot below. Click Share -> For Select the folder access level for the user, role, group, or territory, Here I choose View -> Click Done.

How do I share a Salesforce Lightning report?

Share a Report or Dashboard Folder in Lightning ExperienceClick next to the folder name on any page that lists report or dashboard folders.Click Share.Form the Share With dropdown, select who you want to share with.For Name, enter the name you want to match.More items...

What are the steps to schedule a report?

StepsOpen the Edit Schedule dialog.Select Schedule Report.Select the Schedule for the report. ... Select the Time range for the report. ... (Optional) Select a Schedule Priority for the report. ... (Optional) Select a Schedule Window for the report to run within.More items...•

What are scheduled reports?

Scheduled reports are reports that start automatically at a defined point in time. They run in the background and you can view the results later. For example, you can define that a report that strongly affects system performance is to run only at night when no one is working with the system.

How do I send a report via email in Salesforce?

Required Editions and User PermissionsFrom 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...

With Reports

Click on the “Reports” tab To select the report you will schedule, click the More Action arrow. Select “Subscribe”. OR Click on the report to be scheduled, and then click “Subscribe”.

With Dashboards

On a dashboard or report page under the “Subscribe” column, the items ticked are the dashboards and reports that are scheduled.

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What is folder sharing in Salesforce?

Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.

How to show snapshot in dashboard?

Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.

How to enable feed tracking in dashboard?

Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.

What happens if you create a folder before analytics?

If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.

What is a good report?

A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.

Do all users have access to dashboards?

All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...

Can each user have access to a dashboard?

[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...