Quick summary
Scheduling a report in Salesforce lets you automatically deliver report data to stakeholders at defined intervals — hourly, daily, weekly, or monthly. Use the Subscribe feature within any saved report to configure the schedule, start date, and time zone without manual effort.
Steps
- Go to Reports and open All Reports from the navigation menu.
- Open the report you want to schedule for automated delivery.
- Click the More Actions button (three dots) or the Subscribe button on the report toolbar.
- In the subscription settings, configure the Schedule (one time, hourly, daily, weekdays, weekly, or monthly), set the Start Date and Time for the first run, and select the appropriate Time Zone.
- In the Edit Subscription panel, finalize your schedule settings and click Save to confirm.
- A success prompt will appear confirming that your report subscription has been started.
