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Salesforce Reporting and Dashboards by Johan Yu

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Subscribing to a report

Subscribing to a report is a new feature in Salesforce introduced in the Spring 2015 release. When you subscribe to a report, you will get a notification on weekdays, daily, or weekly, when the reports meet the criteria defined. You just need to subscribe to the report that you most care about.

Subscribing to a report is not the same as the report's Schedule Future Run option, where scheduling a report for a future run will keep e-mailing you the report content at a specified frequency defined, without specifying any conditions.

But when you subscribe to a report, you will receive notifications when the report output meets the criteria you have defined. Subscribing to a report will not send you the e-mail content, but just ...

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