Salesforce - How to Schedule a Report in Salesforce
- George Apostolov
- 05 Sep 2025
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.
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