# Salesforce - How to Schedule a Report in Salesforce

> To schedule a report in Salesforce, navigate to Reports and open the desired report. Click the More Actions or Subscribe button, configure the schedule, start date, time, and time zone in the Edit Subscription menu, and click Save to successfully start your report subscription.

Canonical: https://livedemo.ai/tutorials/how-to-schedule-a-report-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ce8ab56e05a00ff8795/preview?step=1

## Steps

1. Go to Reports > All Reports.
2. Open the report you want to schedule.
3. Click the More Actions button (three dots) or the Subscribe button.
4. Schedule: Choose when the report should run - one time, hourly, daily, weekdays, weekly, or monthly. Start Date and Time: Specify the date and time for the first run. Time Zone: Select the time zone for the scheduled run.
5. In the Edit Subscription , schedule the report as per your need. And hit Save
6. You will get a success prompt stating that you started a report subscription.