Increasing Organizational Performance by Learning How to Schedule a Report in Salesforce

Learning how to schedule a report in Salesforce can help you as a business user in a number of different ways. First of all, you may already have access to several reports to aid you in keeping your level of sales on par from month to month or week to week. However, to continue to expand the business, you need access to the most recent data available in your tracking. This will help you achieve your goals, further empower your decision making, and enjoy the results of recent data to keep your goals realistic.

Scheduling reports will also help you in these areas: obtaining recent report data without report running, schedule reports Salesforce automatic run at your desired intervals. Email reports in HTML to increase awareness amongst individuals also using the system.

How to Schedule a Report in Salesforce through Creating a Report Schedule

The first step to learning how to schedule a report in salesforce is to first create the report schedule itself. This will help you attain the best salesforce training through efficiency. The steps are fairly simple. First, click the ‘Schedule Future Runs’ icon located in the ‘Run Report’ drop-down on a report’s run page. You may then select your preferred group of users to whom you wish to email the report, select your preferred frequency whether it is weekly, daily, or another option. Then, select the specific day of the week and the dates through which this run will start and end. Also, ensure you select your start time for this schedule.


It is this easy to begin creating reports in Salesforce. One thing you may want to consider is how time zones can affect how to schedule a report in salesforce. It is generally a better practice to send your reports during off-peak hours in order to maximize performance and efficiency. Most people recommend between six at night and three in the morning as the time to send a report for best salesforce training practices. Slot times change when you run a report in a different time zone than the initial one used for the schedule. Finally, the report generally is sent out by thirty minutes after the initial start time for running it.


How to Schedule a Report in Salesforce through Email

Discovering the ins and outs of how to schedule a report in Salesforce through maximizing your emailing practices can allow you to ensure which people will receive the report and what contents they may view. After scheduling the report itself, you may have it emailed to specific users who could benefit from the information through the ‘Email Report’ setting.

You have a number of options when deciding who you wish to send the email to, such as whether you want it sent to the entire body of users within that business or organization, You may also chose to edit which of these users will receive the email, or select portal users. However, only those who can view the material in the report folder may be added to your list.  

You can also view or delete a report’s schedule. This will prove of high importance when learning how to schedule a report in Salesforce. To view, hover your cursor over the check mark icon in the schedule column. For security purposes, anyone without access or permission to schedule reports will not have these icons visible. In order to delete a schedule, click Schedule Feature Runs,’ and find the ‘Run Report’ drop down. Then click ‘Unschedule Report.’ This action will cancel the action, and send it to the Recycle Bin.

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.