Salesforce: Subscribe Reports in Classic and Lightning

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.

With above explanations, reports that you subscribe in Classic will not auto-subscribe in Lightning, as they are working in different ways.

Limitations:

• In Lightning, as of Spring '18 release, you can't specify criteria's to get report delivered and notifications only when the criteria's met, vote for this idea Lightning Subscribe Report
• Only up to 5 records per user, vote for this idea Increase the limit on the number of reports a user can subscribe to

Identify Reports Subscribed

After a while, you will forget which all reports you have been subscribed, follow 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 "Reports" the next drop-down
4. This will filter all reports you subscribed

Last update: 23 Feb 2018


Reference:

• Schedule and Subscribe to Reports
• Increase the limit on the number of reports a user can subscribe to
• Lightning Subscribe Report