Salesforce - How to Schedule a Report in Salesforce
- George Apostolov
Salesforce - How to Schedule a Report in Salesforce: step-by-step guide
Go to Reports > All Reports.
Open the report you want to schedule.
Click the More Actions button (three dots) or the Subscribe button.
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.
In the Edit Subscription, schedule the report as per your need. And hit Save
You will get a success prompt stating that you started a report subscription.
Quick answer: 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.
About this Salesforce tutorial
Automate your reporting in Salesforce by scheduling automated report runs, specifying frequencies, start times, time zones, and email subscriptions. This guide covers salesforce - How to Schedule a Report in Salesforce in 6 steps, starting with "Go to Reports > All Reports" and finishing with "You will get a success prompt stating that you started a report subscription". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Schedule a Report in Salesforce take?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - how to see how many salesforce licenses you have, Salesforce - how to send mass email in salesforce and Salesforce - Setting Out of Office. Last reviewed 05 Oct 2026.
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