how to scheduling dashboard in salesforce

How to schedule Dashboard in Salesforce?

1. Open the dashboard in Dashboard tab.
2. Click "Schedule Refresh" button.
3. Fill in the details.
4. Click "Save" button.

Full Answer

How do I refresh the schedule dashboard?

The Schedule Dashboard Refresh screen closes. This dashboard will automatically email to its recipients at the specified day and time. You can easily change the dashboard schedule - or remove it all together. Click the Refresh arrow and select Schedule Refresh. Edit the schedule or click Unschedule Dashboard.

How to send dashboard refresh notification in Salesforce?

In HTML-formatted dashboard refresh notifications, users can click the name of the dashboard to log in to Salesforce and view the dashboard. To send a dashboard refresh notification to other users, store the dashboard in a public folder with access granted to others.

How do I view Dashboard data in Salesforce?

1.On the Dashboards tab, select a dashboard using the View Dashboard field. Scheduling or emailing a filtered dashboard returns unfiltered data. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.

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 .

Can dashboard be scheduled 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 schedule a dynamic dashboard in Salesforce?

You can't schedule refreshes for dynamic dashboards. They must be refreshed manually....Create A dashboard and add these reports to the dashboard.Go to Dashboard Tab click on New dashboard.Name the dashboard.Once the canvas is open click on add component.

How do I schedule a report and dashboard 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...

How do I schedule classic dashboard?

For email applications that don't support HTML, the email includes text and a link to the dashboard.On the Dashboards tab, select a dashboard using the View Dashboard field.Click Refresh and choose Schedule Refresh. ... Select notification settings. ... Schedule the refresh. ... Click Save.

What is a dynamic dashboard can they be scheduled?

With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access. A single dynamic dashboard can display a standard set of metrics across all levels of your organization.

What is the difference between dashboard and dynamic dashboard in Salesforce?

Dynamic dashboards are used to display information tailored to a specific user, while a normal dashboard shows data only from a single user's perspective.

How do I schedule a report to 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. ... Click on Schedule Future runs.Select unschedule report button to cancel. ... Click on Scheduled jobs.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...•

How do I schedule a report in Salesforce lightning?

How to Schedule a Report in Salesforce LightningNavigate to Reports and choose the report you want to schedule. ... In the Edit Subscription window that pops up, find the Schedule tab and set up your report schedule: frequency, time and day, email report settings, etc.

Can you auto refresh Salesforce dashboard?

Update from Salesforce We have the ability to schedule a dashboard refresh daily/ weekly or monthly at a pre-set time. When you subscribe to a dashboard, uncheck this checkbox (Receive new results by email when dashboard is refreshed) and your dashboard will be auto refreshed at a preselected time.

How many reports we can schedule in Salesforce?

In Professional Edition, each user may schedule up to 3 reports (max one per hour, at times selected by the server, between 6pm and 3 am only). Enterprise and Unlimited Edition users may schedule up to 24 reports each.

How do I edit a scheduled report in Salesforce?

To create, edit, and delete reports: Legacy Folder Sharing. Schedule Reports....On the Reports tab, click the name of the scheduled report.Click Schedule Future Runs from the Run Report dropdown menu.Make the required changes on the Schedule Report page.Click Save Report Schedule.

How often does Salesforce refresh?

Contact your salesforce.com representative for information. If you schedule a dashboard to refresh on a specific day of every month, it only refreshes on months that have that specific day. For example, if you schedule a refresh for the 31st of every month, the dashboard won't refresh on 30–day months. To refresh on the last day of every month, ...

How to refresh dashboard in Microsoft?

1.On the Dashboards tab, select a dashboard using the View Dashboard field. 2.Click Refresh and choose Schedule Refresh. Scheduling or emailing a filtered dashboard returns unfiltered data. Each dashboard has a running user, whose security settings determine which data to display in a dashboard.

How to send a Salesforce email with HTML?

For email applications that don't support HTML, the email includes text and a link to the dashboard. 1.On the Dashboards tab, select a dashboard using the View Dashboard field. 2.Click Refresh and choose Schedule Refresh.

Why won't my dashboard refresh?

Dashboards won't refresh as scheduled if the running user doesn't have access to the dashboard folder. If a dashboard has filters, only the unfiltered version is refreshed. You can't schedule refreshes for dynamic dashboards. They must be refreshed manually.

How long does dashboard refresh take?

The dashboard refresh runs within 30 minutes of your preferred start time. For example, if you select 2:00 PM, the refresh may happen any time between 2:00 PM and 2:29 PM, depending on availability. Your organization can have up to 200 scheduled dashboard refreshes.

Can you refresh dashboard in Outlook 2007?

Dashboard refresh notifications may not display properly in Outlook 2007. In HTML-formatted dashboard refresh notifications, users can click the name of the dashboard to log in to Salesforce and view the dashboard. To send a dashboard refresh notification to other users, store the dashboard in a public folder with access granted to others.

Can other users access dashboards in Salesforce?

Other users can't access dashboards in your personal folders. To add a dashboard to a public folder, edit the dashboard properties. Users can click components in a dashboard refresh notification to view the source report in Salesforce.

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.

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.

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.

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.

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.

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, ...

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 ...