Subscribe to or Schedule Dashboards

Set up automatic dashboard refreshes and receive refreshed dashboard results by email on a schedule that you set. If you start your week by reviewing your Sales Overview dashboard, expedite your morning by subscribing to the dashboard. After subscribing, you can have it automatically refreshed and in your email inbox each Monday morning at 8:00 AM.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Video icon Watch a video: Subscribe to Reports and Dashboards (Lightning Experience)

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Choice A

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.
Schedule a Dashboard Refresh in Salesforce Classic
Schedule dashboards to refresh them on a schedule that you set (daily, weekly, or monthly), and receive refreshed dashboards results by email.