How to Subscribe Salesforce Report in Lightning Experience?

Subscribe Report : We can configure any Salesforce report to run Daily, Weekly or Monthly as HTML email to your Salesforce org. users.

Advantages of Subscribe Report 

  • Get updated information
  • No need to run report every Day, Week or Month
  • Configure time as per your schedule

E.g. Let’s create subscribe report for Activity Report.

  • Run Activity Report or any report.

Subscribe Report

  • Above screen we run Activity Report and click on edit option to configure Subscribe report.Subscription
  • Above screen we configure Subscription for Weekly, Monday to Friday and time 09:00 A.M.
  • In future if you want Unsubscribe then follow below steps
  • Open Report
  • Edit report

Unsubscribe

  • Same way we can Subscribe any reports.

Video 

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