---
schema_version: "1"
id: 4d991c47d6df95eaf1f6821cafe6bf0e2f5edef1171c968e05157066bf19f012
title: Subscribe to Dashboards in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_subscribe_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_subscribe_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9cb240afb2690978e7e5cd52d75c432bde882b0623f68f4bb2c1ffc3a2bf8267
description: Rather than manually refreshing a dashboard, you can subscribe to it. Subscribe yourself and other users, groups, or roles to receive refreshed dashboard results by email on a schedule that you set.
products:
  - Cross Cloud
release: "264"
---
# Subscribe to Dashboards in Lightning Experience

Rather than manually refreshing a dashboard, you can subscribe to it. Subscribe yourself and other users, groups, or roles to receive refreshed dashboard results by email on a schedule that you set.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d13959e82">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13959e82 ">To subscribe to dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13959e82 ">Subscribe to Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13959e82 ">To subscribe other people to dashboards:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13959e82 ">Subscribe to Dashboards: Add Recipients</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13959e82 ">To subscribe other people to dashboards by group or role</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13959e82 ">Subscribe to Dashboards: Send to Groups and Roles</td>

          </tr>
        </tbody>
      </table>

![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/rd_helpicon_video.png) Watch a video: [![Watch video demo icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/resources-global/_corporate/images/play_btn.png)Subscribe to Reports and Dashboards (Lightning Experience)](https://salesforce.vidyard.com/watch/x4tssyJhxGMS7R44seKV1i)

1. Open the Lightning dashboard and click **Subscribe**, or on the Dashboards tab, select **![the row-level actions menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/report_builder_group_menu_arrow.png)** | **Subscribe**.
2. In the Edit Subscription window, set the subscription schedule.
3. Add recipients or remove yourself.
    
    You’re automatically added as a recipient.
    
    1. Click **Edit Recipients**.
    2. Select from the available entity types and start typing to see all the matching names.
        
        Only the users, groups, or roles with permission to access the dashboard are listed.
    3. Select from the matching options and click **Add**.
    4. Close the **Edit Recipients** window.
    5. If you want to refresh your dashboard on a schedule without emailing it to recipients, deselect **Receive new results by email when dashboard is refreshed**
    
    When the subscription emails the refreshed dashboard to each recipient, it sends it to the email address set in **Settings** | **Email** | **My Email Settings**. If no email is set in My Email Settings the refreshed dashboard is sent to the recipient’s email address set on their Salesforce User record.
    
    Subscription notifications are typically sent from the email address of the user who created the dashboard subscription. To use an organization-wide email address, in Setup, select **Enable Org-Wide Email Address for Dashboard Subscription** and select the org-wide email address to use from the dropdown.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/images/icon_important.png)
    
    Important Recipients see the same report data as the person running the report. It’s possible that they see more or less data than they normally see in Salesforce.
4. Click **Save**.

The dashboard subscription starts, and recipients begin receiving dashboard results by email according to the schedule and conditions you set. For considerations, review [Reports and Dashboards Limits and Allocations](https://help.salesforce.com/s/articleView?id=analytics.rd_reports_dashboards_limits.htm&release=264.0.0&type=5 "As you report on your data, be aware of these limits and allocations.").