Customize Report and Dashboard Email Notifications
- From Setup, enter Email Notifications in the Quick Find box, then select Email Notifications.
- Select or clear the following options to modify the notifications for your organization:Allow Community Users to Receive Reports and Dashboards by EmailIf you enable this option, all internal and community (portal) users specified as recipients receive reports and dashboards. If this option isn’t enabled, only internal Salesforce users can receive reports and dashboard refresh notifications.This option, disabled by default, is available to Enterprise, Unlimited, and Performance Edition organizations that have a Customer Portal or partner portal set up as part of Community Cloud.Use Images Compatible with Lotus Notes in Dashboard EmailsDashboard refresh notifications can be sent to specified users when a scheduled dashboard refresh completes. By default, Salesforce sends images in dashboard emails as .png (Portable Network Graphic) files, which are not supported in Lotus Notes. When you enable the Use Images Compatible with Lotus Notes in Dashboard Emails > option, Salesforce uses .jpg images, which Lotus Notes supports, when sending dashboard emails. The “Schedule Dashboard” permission is required to view this option.Note Dashboard emails that contain images compatiblewith Lotus Notes are substantially larger and the image quality can be lower.
- Click Save.