Subscribing to a report in Salesforce is a useful feature that allows users to receive automatic updates on important business data. Essentially, subscribing to a report means that the user will receive regular email notifications containing the latest data from the report.
In Salesforce, reports are used to analyze and display important business data in a visual format. By subscribing to a report, users can receive regular updates on the latest data from the report without having to manually run the report themselves. This can be particularly useful for users who need to stay up-to-date on important metrics, such as sales figures, customer engagement data, or other key performance indicators (KPIs).
The benefits of subscribing to a report in Salesforce are numerous. First, subscribing to a report can save time and improve efficiency, as users can receive regular updates without having to manually run the report themselves. Second, subscribing to a report can help users stay up-to-date on important business data, allowing them to make informed decisions and take action as needed. Third, subscribing to a report is highly customizable, allowing users to choose the frequency of updates, the format of the email notifications, and other settings.
Youtube Video
With that being said, I want to mention we have a video on how to subscribe to a report. This is on the Salesforce Emily youtube channel.
The tutorial is embedded, keep scrolling to see the step-by-step tutorial!
Step-by-Step Tutorial
The first thing you’ll need to do is head to reports.
To get there click on the reports tab or search for it in the app launcher.
Then click on the report that you wish to subscribe to.
This will take you to the report.
Once there click on the carrot in the top right corner.
Then click subscribe.
Then choose the subscription settings that you wish.
Finally, click save and this report will show up in your email at the subscribed time.
Conclusion
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