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Subscribe to a Report

How to Subscribe to a Report in Salesforce

Subscribe to a Report

You can subscribe to a report to receive notifications when the data in the report meets certain conditions.

Subscribe to a Report

  1. Open the report you want to subscribe to.
    Subscribe to a Report
  2. Click Subscribe.
    Subscribe to a Report
  3. Specify notification conditions.

    If the conditions are met you can specify a schedule for how often you want to be notified.

  4. Select the Actions for when the conditions are met.

    You need to specify how you want to be notified when the conditions are true.

  5. Click Save & Run Now.
    Subscribe to a Report

Now Salesforce will email you whenever the selected conditions are met.