how to see reports i'm subscribbed to salesforce

• Click "Reports" tab
• Click "All Folders" menu at the left (above "Unfiled Public Reports" folder)
• Select picklist "Items I'm Subscribed to" at the right and "Reports" the next drop-down
• This will filter all reports you subscribed

Full Answer

How to create a report in Salesforce?

How to Create a Salesforce Report Tabular Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”. Select the objects/s you wish to report on. You can use the search bar to quickly search for a report type. I’m going to create an Accounts report.

How much does a Salesforce subscription cost?

The upfront costs of Salesforce will depend on which plans (Clouds) you are selecting, and for how many users. Salesforce can cost from $25 per user per month, to over $300 — their monthly fee will vary depending on the needs and scale of each business.

How to give reports access to another user in Salesforce?

• Enter a Folder Label .
• If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
• Choose a Public Folder Access option.
• Select an unfiled report, dashboard, or template and click Add to store it in the new folder.

How to create a custom report type in Salesforce?

Create a Summary Report

• The Fields pane (1) displays fields from the selected report type, organized by folder. ...
• The Outline pane (2) makes adding, removing and arranging columns a breeze with a simple drag and drop feature. ...
• The Filters pane (3) allows you to set the view, time frame, and custom filters to limit the data shown in a report.

More items...

How do I view my Salesforce subscriptions?

Clicking the Subscriptions tab displays the Subscriptions home page, where you can view your Salesforce CRM Content subscriptions and toggle them off or on. Note To subscribe to a file, content pack, Web link, or Google doc, view its content details page and click Subscribe.

How do I view reports in Salesforce?

Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you'd see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.

How many reports can I subscribe to in Salesforce?

Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 7 subscribed reports is independent for Salesforce Classic and Lightning Experience.

What is subscribe in reports in Salesforce?

In Salesforce Classic, subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce app notifications, Chatter, or email.

Where are Salesforce reports?

It's displayed in Salesforce in rows and columns, and can be filtered, grouped, or displayed in a graphical chart. Every report is stored in a folder. Folders can be public, hidden, or shared, and can be set to read-only or read/write.

How do I open reports in Salesforce lightning?

From the reports tab, click New Report.Choose a report type, then click Continue. ... The report opens in edit mode, and shows a preview. ... To add a column to your report, ... To summarize a column in your report, ... To group records in your report, ... To filter records from your report, click.More items...

How do I change a Salesforce subscription report?

In Salesforce Lightning, here's how to do it.Click on the Reports tab and find the All Reports option on the left-hand side.At the top, you'll see a tab labeled Subscribed.Now, you can manage your subscriptions and add new reports.

How do I unsubscribe from a report in Salesforce?

To unsubscribe from a Report:Click on the Reports tab.Click on the name of the report you wish to cancel.Click the arrow next to Edit.In the drop down, click Subscribe.Click Unsubscribe.

How do I view scheduled reports in Salesforce?

To view which reports are scheduled for future run in salesforce.com follow the steps. Go to Monitor=>Jobs=>Scheduled jobs. Click on Scheduled jobs. Now we find the list of reports which are scheduled for future run.

Why can't a user see a report in Salesforce?

Check the Field Level Security of the Lookup or Master-Detail Relationship field to ensure that your Profile has visibility to that field. Without visibility into that specific field, you will not have the ability to view the relationship that it contains and thus not able to run the report.

Can you subscribe to a joined report in Salesforce?

Allow Joined reports to have Subscription functionality available. Any user who can run and view a report should have the subscription function available to have the report delivered on a scheduled basis like a tabular report.

How do I add a subscriber to a Salesforce report?

To add others or remove yourself, click Edit Recipients. Select from the available entity types and start typing to see all the matching names. Only the users, groups, or roles with permission to access the report are shown in the list of matches. Select from the matching options and click Add.

How Do Salesforce Reports Work?

You can think of a report as a list of information with all the information you’ve asked Salesforce to provide. For example, this could be a list of prospects that your sales team will call, accounts in default, or open support cases that need follow-up. Salesforce looks for the criteria you select and presents users with a list of that data.

Why Should You Use Salesforce Reports?

Birds-eye view of data Reports can tell you information at a glance to quickly take action. Fast, accurate responses can give you a leg up on your competition. For example, time required to prepare for a meeting could be reduced by automatically mailing reports out to your team.

Before Subscribing to Reports, Check Your Permissions on Salesforce

You will need different permissions for report subscriptions depending on who you’re trying to add and how you intend to do it.

How to Subscribe Yourself to Salesforce Reports

Now that you know what permissions you need, you can subscribe to whichever reports you like. To do this in Salesforce Classic, follow these steps.

How to Subscribe Other Salesforce Users to a Report

Now that you know how to subscribe yourself to reports, you can subscribe others as well. Salesforce allows you to choose users, groups, and roles for report subscriptions. So, for example, you can send reports on how many hours your dev team has worked for a client to your Human Resources department, so they’re billed correctly.

How Do I Manage Report Schedules in Salesforce?

Report schedules make sure that the information in your reports is up-to-date. The Schedule Report page lets you manage the frequency and conditions for sending out scheduled reports. Here, you can schedule a new report run, change an existing schedule, view current schedule jobs, and delete scheduled runs.

How Do I Manage Report Notifications?

Notifications for reports let you know when data meets a particular set of criteria that you set. You can select what you want to be notified about and what conditions are essential to you to receive relevant notifications. You can also set up notifications for the Salesforce app, email, and on Chatter.

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 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 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, ...

What are reports in Salesforce?

Each Salesforce report is a set of data displayed in rows and columns that you can group or filter by certain criteria. You can also visualize Salesforce reports as a chart, such as a bar chart, line chart, donut, etc. Here is what it may look like:

How to create reports in Salesforce

Let’s go through the flow of creating a standard report in both Salesforce Classic and Lightning Experience. After that, we’ll also show you how to create a custom report type in Salesforce.

Salesforce report formats

When building reports in the Lightning Experience, the report format is updated automatically.

Salesforce report types

Salesforce offers out-of-the-box templates for reporting called report types. Each template corresponds to a particular set of data and columns to order this data. There are different types of reports grouped into several categories:

Reporting outside of Salesforce – why you should consider this

Both standard and custom reports in Salesforce are suitable for simple analytics, such as pipeline analysis. However, they are not fit for more advanced analytical purposes, making forecasts, and blending Salesforce records with external data.

Are native Salesforce reports good?

There cannot be an exact definition of good or bad for Salesforce reports. You can use them for your basic reporting needs, and they are good for that. At the same time, Salesforce reports are limited in functionalities compared to Google Sheets or Excel, where you can implement complex calculations.