How to Schedule a Report in Salesforce – 5 Practical Ways

Reports and dashboards happen to be very critical components of the Salesforce CRM. First of all, they can conveniently reveal the past and even current business performance. This means they can play a vital role in driving the success and adoption of this business application. In our current business atmosphere, there is a need for proactive as opposed to reactive business approach. You and your team should always be able to spot trends and also react to them in a timely fashion. Below are some tips on how to schedule a report in Salesforce in the best possible way.

Preparation For How to Schedule a Report in Salesforce

Before you can schedule reports Salesforce, you will first have to obtain answers to critical questions, which can allow you to make the excellent decision. Most especially at the management level of your organization. You will need to determine the exact key metrics that you can utilize to accurately measure success. While also making vital decisions that can encourage the distinctive behavior of your team.

Benefits of Scheduling Report in Salesforce

Before we focus on how to create a report in Salesforce, let us at first review some of the most notable benefits you could access from making such a decision. As a business user, you will often have to access reports in one form or the other. For instance, as a sales user, you will need access to comprehensive reports on closed opportunities every month to achieve quarterly sales objectives. Since data is the driving force in any business decision making, you and your team will need the latest reports. Taking time to schedule reports in Salesforce lets you obtain critical insight without having to run the report itself. It also allows you to schedule a report to run automatically at regular intervals (daily, weekly or monthly). Finally, it also lets you email report results in the HTML format to other specified users in your organization.

Easy Way to Schedule Reports in Salesforce

When it comes to how to schedule a report in Salesforce, nothing could be easier. To begin with, how to customize Salesforce in this way, you will need to navigate to the ‘scheduled future runs’ found in the ‘run reports’ drop-down menu. Should you be creating a new report, you will have to save it in a folder before been able to schedule it. Next, on the schedule report page, you will need to specify the running user. The running user is the one who determines the exact data other users can access when viewing a Salesforce report.

Next, you will have to determine the frequency and time the report you want to schedule should run. Ideally, for performance reasons, it is wise to schedule reports to run during off-peak hours (6PM to 3AM). Finally, click on the ‘ save report schedule’ to activate the report you have just schedules. When finished scheduling reports, creating dashboards in salesforce is possible. There are several options that you could settle for. This includes horizontal bar/ vertical column charts, pie & donut charts or the funnel charts. Alternatively, you can head to the AppExchange, where you can download prebuilt dashboards and then customize to your organization’s requirement.

Conclusion

As you see how to schedule a report in Salesforce isn’t very difficult. With the right key metrics, you will be able to access vital Salesforce reports on the various facets of your business. Next, we might get into

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
Amanda McDonnald on sabtwitterAmanda McDonnald on sabgoogle