---
schema_version: "1"
id: f62cfba588200bfe85770da6482580b9b46efe5cc9a7766a4b491041e724f58b
title: Combine Subscriptions, Actions, and Conditions in One Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_subscription_reporting_all_in_one.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_subscription_reporting_all_in_one.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a252d0b8623a2d92658dabea84ec6130b89afa3e9daf615b2d4e1c36780eefe1
description: To view the details of analytic subscriptions, create a joined report that shows the subscription owners, schedules, recipients, and triggering conditions. The joined report is based on two custom report types. You can filter the report by subscription and notification source.
products:
  - Cross Cloud
release: "264"
---
# Combine Subscriptions, Actions, and Conditions in One Report

To view the details of analytic subscriptions, create a joined report that shows the subscription owners, schedules, recipients, and triggering conditions. The joined report is based on two custom report types. You can filter the report by subscription and notification source.

### 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: 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><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">CRM Analytics lens, dashboard widget, and collections are available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Einstein Discovery model quality notifications are available with CRM Analytics Plus or Einstein Predictions, which are available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</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="d65816e120">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">To create, update, and delete custom report types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">Manage Custom Report Types</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">To view Lightning Report subscriptions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">Subscribe to Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">To view Lightning Dashboard subscriptions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">Subscribe to Dashboards</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">To view CRM Analytics lens, dashboard widget, and collection subscriptions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">Subscribe to CRM Analytics Assets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">To view Einstein Discovery model quality notifications:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65816e120 ">Manage Einstein Discovery</td>

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

Several objects are involved when reporting on subscriptions.

- The Analytic Notification object contains information about subscriptions and their owner, source, schedule, and the user they’re running as.
- The Analytic Notification Action Configurations object includes details about subscription recipients, attachments, and actions.
- The Analytic Notification Conditions object stores the trigger conditions for subscriptions and notifications.

To include all the details, two custom report types are needed. Combine these custom report types in a joined report to create a resource for subscription management.

#### See Also

- [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.")

## Create a Subscription Actions Report Type

Find which users, groups, and roles are subscribed to a report or dashboard by creating a subscription actions report type. Use this report type to review details about subscription attachments and the types of actions that a subscription triggers.

1. From Setup, in the Quick Find box, enter `Report Types`, and then select **Report Types**.
2. Click **New Custom Report Type**.
    1. For Primary Object, select **Analytic Notifications**, enter the information, and click **Next**.
        
        ![The 'Define the Custom Report Type' screen with 'Primary Object' set to 'Analytic Notifications'.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_subscription_reporting_reporttype_actions.png)
    2. For Object B, select **Analytic Notification Thresholds** and select **Each “A” record must have at least one related “B” record**.
    3. For Object C, select **Analytic Notification Actions** and select **Each “B” record must have at least one related “C” record**.
    4. For Object D, select **Analytic Notification Action Configurations** and select **“C” records may or may not have related “D” records**.
        
        ![The 'Define Report Records Set' screen with 'B Analytic Notification Thresholds', 'C Analytic Notification Actions', and 'D Analytic Notification Action Configurations'.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_subscription_reporting_reporttype_actions_objects.png)
    5. Save your changes.
3. Add the analytic subscription’s owner’s ID to the layout.
    1. Click **Edit Layout**.
    2. With View set to **Analytic Notifications Fields**, click **Add fields related via lookup**.
    3. Select **Owner » User ID** and click **OK**.
4. Save your work.

## Create a Subscription Conditions Report Type

Review the conditions that trigger subscriptions and notifications. Combine this with the subscription actions report type for a complete view of your subscriptions.

1. From Setup, in the Quick Find box, enter `Report Types`, and then select **Report Types**.
2. Click **New Custom Report Type**.
    1. For Primary Object, select **Analytic Notifications**, enter the information, and click **Next**.
        
        ![The 'Define the Custom Report Type' screen with 'Primary Object' set to 'Analytic Notifications'.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_subscription_reporting_reporttype_conditions.png)
    2. For Object B, select **Analytic Notification Thresholds** and select **Each “A” record must have at least one related “B” record**.
    3. For Object C, select **Analytic Notification Conditions** and select **“B” records may or may not have related “C” records**.
        
        ![The 'Define Report Records Set' screen with 'B Analytic Notification Thresholds', and 'C Analytic Notification Conditions'.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_subscription_reporting_reporttype_conditions_objects.png)
    4. Save your changes.
3. Add the analytic subscription’s owner’s id to the layout.
    1. Click **Edit Layout**.
    2. With View set to **Analytic Notifications Fields**, click **Add fields related via lookup**.
    3. Select **Owner » User ID**, and click **OK**.
4. Save your work.

## Create a Joined Subscriptions Report

Join the subscription actions and the subscription conditions report types to see all the subscription details in one place.

1. Join the reports.
    1. Create a report.
    2. Select the subscription actions report type that you previously created, and click **Start Report**.
    3. Click **Report**, select **Joined Report**, and click **Apply**.
        
        ![The report type selector with 'Joined Report' selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_subscription_reporting_joinedreport_jointype.png)
    4. Click **Add Block**, and select the subscription conditions report type that you previously created.
    5. Click **Add Block**.
2. Configure the report structure.
    1. For the Show Me filter, select `All analytic notifications`.
    2. For the Created Date filter, select `All Time`.
    3. Add the Owner: User Id and Analytic Notification Id columns to group across blocks.
    4. Add the Owner: Full Name, Source, Threshold Type, Action Type, and Schedule Cron Expression columns to the Actions block.
    5. Add the Aggregate Column Name, Operation, and Value columns to the Conditions block.
    6. Deselect **Subtotals** and **Grand Total**.
        
        ![The Report Builder screen with complete report structure.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/analytics_subscription_reporting_joinedreport_structure.png)
3. Click **Save**.
4. Enter a name, description, and folder
5. Click **Save**.
6. To run the report, click **Run**.

## Use the Subscription Report

Customize the joined report to address your subscription management needs.

**Find report or dashboard details**

Add fields from the report or dashboard object via lookup to find details about the Lightning reports and dashboards your subscriptions are tied to.

**Monitor subscription limits**

Filter Source by Lightning Report Subscription or Lightning Dashboard Subscription.

- There’s a limit on how many subscriptions a user can set up for Lightning reports and Lightning dashboards. To find which subscriptions are consuming that limit for a particular user filter Owner User Id by their User Id.
- There’s a limit to how many subscriptions can be set for per hour. Find subscriptions that start at the same hour by sorting the results by Schedule Cron Expression.

**Review recipients**

Add the Recipient User, Recipient Group, Recipient User Role, and Recipient Collaboration Room columns to the Action block. To find subscriptions for a particular recipient, filter those fields.

**Maintain data security**

Add the Type column to the Action block to find subscriptions that send an attachment.

**Troubleshoot missing subscriptions**

Add the Deactivate When Triggered, Error Email Count, and Is Inactive fields to investigate subscriptions that may be disabled or encountering errors.