Subscribe to a Report

Owned by Brett Talbot
Last updated: Nov 30, 2023 by Richard Turnbull
1 min read

  • It is possible automate the delivery of a report to your email inbox by subscribing to a report.

  • It is possible for each user to subscribe to up to 7 Lightning Reports or Dashboards.

  • Your user profile will require permissions to be able to do this - please ask your systems administrator if you require additional permissions.

Steps

  1. Open the report or right click on the report options and select ‘subscribe’

  2. Choose the days, times

  3. Choose whether you would like it as an attachment OR in the main body of the email

  4. Save

 

 

 

 

 

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