Schedule Reports in Salesforce Classic
- Schedule a Report for RefreshSchedule a report to run daily, weekly, or monthly. An HTML version of the report can be sent by email to users in your organization.
- View a Report’s ScheduleView a report’s schedule on the Schedule Report page or from the Reports tab. View all report schedules for the organization under Setup.
- Manage a Report’s ScheduleCreate, change, view or delete a scheduled report from the Schedule Report page.
- Change a Report’s ScheduleYou can make changes to an already scheduled report on the Schedule Report page.
- Delete a Report’s ScheduleSelect a scheduled report and unschedule it to delete its scheduled run.
- Tips on Scheduling ReportsSome tips to keep in mind about timings, limits, and email notifications when scheduling a report.