---
schema_version: "1"
id: 70ae6cac02875fee7616469002e57a20db305b3e027916e32b894d1ea0fc9f7b
title: Subscribe to Reports in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_subscribe_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b6e5bc36b3c1b6352aabaa9f6cfc9a0af7f0c534c3dad486b0b24c2c22516b4d
description: Instead of manually running and emailing a report to your team, you can subscribe to a report. Subscribe yourself and other users, groups, or roles to receive refreshed report results by email on a schedule that you set.
products:
  - Cross Cloud
release: "264"
---
# Subscribe to Reports in Lightning Experience

Instead of manually running and emailing a report to your team, you can subscribe to a report. Subscribe yourself and other users, groups, or roles to receive refreshed report 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>Platform</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="d63833e85">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">To subscribe to reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">Subscribe to Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">To subscribe other people to reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">Subscribe to Reports: Add Recipients</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">To subscribe other people to reports by groups or roles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">Subscribe to Reports: Send to Groups and Roles</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">To specify who runs the report in a report subscription:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63833e85 ">Subscribe to Reports: Set Running User</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. From the Reports tab or from the report run page, click ![the more actions 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/dropdown.png) and select **Subscribe**.
2. Configure the subscription schedule.
3. To have the report results delivered as an attached file, click **Attach File**.
    1. Select **Formatted Report** (.xlsx format) or **Report Details** (.csx format). For .csx attachments, it’s optional to change the encoding type.
    2. Click **Save**.
4. Add recipients
    
    You’re automatically added as a recipient, but you can remove yourself.
    
    1. Click **Edit Recipients**.
    2. Select an entity type and start typing to see the matching names.
        
        Only the users, groups, or roles with permission to access the report are listed.
    3. Select the name and click **Add**.
    4. Close the Edit Recipients window.
    
    When the subscription emails the refreshed report 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 report 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 report subscription. To use an organization-wide email address, in Setup, select **Enable Org-Wide Email Address for Report Subscription** and select the org-wide email address to use from the dropdown.
5. Under Run Report As, specify whose perspective is used when running the report.
    
    - **Me**\- You run the report, and recipients see the same report data that you see.
    - **Another Person**\- Recipients see the same report data as the person you select. The person must have permission to run reports and have access to this report.
    
    ![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.
6. Optionally, add conditions. The conditions are evaluated when the report is run according to the schedule you set. The report is emailed only if all conditions are met. For each condition, select an aggregate measure, an operator, and a value to match. You can add up to 5 conditions.
    
    ![Edit Subscription window showing settings for two report subscription conditions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/reports_subscribe_conditions.png)
7. Click **Save**.

The report subscription starts, and recipients begin receiving report 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.").