---
schema_version: "1"
id: 906677e3f1d87b612ccf3543a16c53f7c241145ee99620741a94999765a2bb7c
title: Schedule and Subscribe to Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_subscribe_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ca79922b4d4650d3a806170743dd47853064b237a93532ed379075c35c1115fc
description: Receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.
products:
  - Cross Cloud
release: "264"
---
# Schedule and Subscribe to Reports

Receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Salesforce Classic, you can specify criteria that trigger report notifications.

### 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: both Salesforce Classic and 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>

![Video 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/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)
- [![Watch video demo](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)Report Notifications (Salesforce Classic)](https://salesforce.vidyard.com/watch/300zYkjGbx3jEbfrTelBrw)
- [![Watch video demo](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)Tips for Scheduling Reports (Salesforce Classic)](https://salesforce.vidyard.com/watch/nwimtyjbnNYnMJf7gdtl-g)

- **[Subscribe to Reports in Lightning Experience](https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_lex.htm&release=264.0.0&type=5)**  
    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.
- **[Get Notified When Report Conditions Are Met](https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_notify_threshold.htm&release=264.0.0&type=5)**  
    Set report conditions so that recipients are notified when a total in your Salesforce report reaches a meaningful threshold.
- **[Attach Files to Report Subscriptions](https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_attachment.htm&release=264.0.0&type=5)**  
    When subscribing to a report, choose to receive report results as a formatted spreadsheet (.XLSX) or a comma-separated (.CSV) file attached to the subscription email.
- **[Subscribe to Get Report Notifications in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_notifications_home.htm&release=264.0.0&type=5)**  
    In Salesforce Classic, subscribe to a report to receive report notifications periodically when the metrics you care about most meet certain conditions. Set the conditions that trigger notification, and specify if you want to be notified via Salesforce app notifications, Chatter, or email.
- **[Report on Subscriptions and Notifications](https://help.salesforce.com/s/articleView?id=analytics.reports_subscription_reporting.htm&release=264.0.0&type=5)**  
    Combine subscriptions, actions, and conditions in a single joined report that shows who set up each subscription, the schedule and conditions, and the recipients and actions. Learn about the objects used in subscription reporting and the cron expressions for subscription schedules.
- **[Schedule Reports in Salesforce Classic](https://help.salesforce.com/s/articleView?id=analytics.reports_schedule_overview.htm&release=264.0.0&type=5)**  
    You can set up a report to run itself daily, weekly, or monthly and send the results automatically to the people who need them. That way, you don’t have to remember to log in and do it yourself.