Pages

Friday, July 21, 2017

Salesforce: Subscribe Reports in Classic and Lightning

Image result for report

In Salesforce, users with permission to subscribe report will be able to subscribe reports that user able to run (up to 5 reports). Once you subscribe reports, you will receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.

Subscribe to Get Refreshed Report Results in Lightning Experience
Subscribe yourself and other people to up to 5 reports to receive refreshed report results by email on a schedule that you set: daily, weekly, or monthly.

Subscribe to Get Report Notifications in Salesforce Classic
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 Salesforce1 notifications, Chatter, or email.

Limitations:

Identify Reports Subscribed
After a while, you will forget which all reports you have been subscribed, follow below steps to identify them:

In Lightning:
  1. Click "Reports" tab
  2. Click "All Reports" menu at the left
  3. Click "Subscribed" header column
  4. You will see all reports you subscribed with tick in Subscribed column
In Classic:
  1. Click "Reports" tab
  2. Click "All Folders" menu at the left (above "Unfiled Public Reports" folder)
  3. Select picklist "Items I'm Subscribed to" at the right and "All Type" the next dropdown
  4. This will filter all reports you subscribed

Reference: