Schedule and Subscribe to Reports
- Subscribe to Get Refreshed Report Results in Lightning ExperienceSubscribe yourself and other people to up to 5 reports to receive refreshed reportresults by email on a schedule that you set: daily, weekly, or monthly.
- Subscribe to Get Report Notifications in Salesforce ClassicIn Salesforce Classic, subscribe to areport to receive report notifications periodically when the metrics you care about mostmeet certain conditions. Set the conditions that trigger notification, and specify if youwant to be notified via Salesforce app notifications, Chatter, or email.
- Schedule Reports in Salesforce ClassicYou can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need to see them, so that you don’t have to remember to log in and do it yourself.