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Schedule a Report

How to Schedule a Report in Salesforce

Schedule a Report

You can schedule a report so that Salesforce automatically .

Schedule a Report

  1. Open the report you want to schedule.
    Schedule a Report
  2. Click the Run Report arrow and select Schedule Future Runs.
    Schedule a Report

    The Schedule Report screen appears.

  3. Specify to whom you want to send the Email Report.
  4. Specify the Frequency that you want to schedule your reports.

    You can select what days you want to send the report.

  5. Click Find available options by Preferred Start Time to specify what time the report be sent.
    Schedule a Report
  6. Select a time.
  7. Click Save Report Schedule.
    Schedule a Report

The Schedule Report screen closes. This report will automatically be emailed to the recipients on the day and time you specify.

Edit or Remove a Report Schedule

You can easily change the report schedule - or remove it all together.

  1. Click the Run Report arrow and select Schedule Future Runs.
    Edit or Remove a Report Schedule
  2. Edit the schedule or click Unschedule Report.
    Edit or Remove a Report Schedule

The report schedule is updated.