Salesforce - How to Schedule a Report in Salesforce



Guide

  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.

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