Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Scheduling a report

Another great feature offered by Salesforce is the capability to schedule and send reports via e-mail. For users who are not using Salesforce in their daily work but need to see the report periodically, they may sometimes just forget about the report. With the scheduling of reports, an e-mail notification will be sent automatically in HTML format to the recipients defined, but recipients must have an active Salesforce license.

Users with the Schedule Reports permission given in Profile or Permission Set are able to schedule reports for themselves or include other users or just schedule reports for other users. We can define report scheduling frequency as follows:

  • Daily: This is scheduled every weekday or every day

  • Weekly: This recurs every week on Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, and Sunday

  • Monthly: This is scheduled on day X every month, or the Xth day of the month, for example, the first Monday of every month

You can schedule any custom reports except...