Salesforce CRM’s functionality is great for giving businesses the ability to conveniently subscribe to built-in, customizable and on demand services. This also makes real-time reporting and analytics capabilities, easier than ever. Another great benefit is content efficiency as well as the ability to evaluate traffic levels. This offers critical data that a company can use to analyze past performance in order to identify strengths and weakness in a variety of business operations. One of those is reports. Here is a brief tutorial on how to schedule a report in Salesforce in a stress-free manner.
In this tutorial, we will discuss how to schedule a report in Salesforce. Do note that permissions for such are necessary in order to do so. Also, do note that this is only available in Professional, Enterprise, Unlimited and Developer editions. This is not a complicated procedure, but does require specific steps be taken in order to ensure it is done carefully, so follow this with caution and precision.
How to Schedule a Report in Salesforce
Steps to Follow
First, click the Reports tab. This should be visible from the primary page of any given account and therefore easy to locate. If it is not instantly visible, log out and back in, and then refresh. If it does not show up thereafter, consult with tech support.
After this, click Schedule Future Runs from the Run Report drop-down. Afterward, select the proper Running User who has access to these reports. This should be your own account, but may be others who are shared accounts tied to the same primary. If unsure, consult those appropriate before continuing. This is a crucial step, and one that is hard to correct later, so be sure you have the right user(s) selected before continuing!
Next, select the email setting that is appropriate. You may choose “to: me” or “to me and/or others …” depending on to whom all this report must be rendered. It is useful to be able to schedule reports in salesforce to multiple users, but it is also possible to make it individually specific.
Next, set the duration you feel is appropriate. This will be the period of time the report covers over a specific amount of time. Again, it is important to make sure this is properly set up the first time around, as it is hard to correct.
Next, save the report schedule. This may be done through a simple form that provides the proper information visually.
Learn more about Salesforce reports and dashboards here
As you can see, scheduling reports in Salesforce saves time and money but also frees you to focus on the most important aspects of running a business. It also provides invaluable insights on just how you are performing and what you can do to optimize your business operations. Now you understand how to schedule a report in Salesforce whenever the need arises.
Upon following the above steps, you will have completed all of the steps to learn how to schedule a report in Salesforce. Related information is available on how to create a report in salesforce. Enjoy your reading.