Scheduled delivery and subscriptions for agreed reports
Key Takeaway
A report subscription emails refreshed report results on a schedule you set. To send the email only when a threshold is met, with the full report included, add a condition and choose "Summary + Report".
A report subscription emails refreshed report results to chosen users, groups, or roles on a schedule you set, so nobody has to run and send the report by hand. When a customer's success criteria call for agreed reports to reach stakeholders regularly, a subscription can send them on a schedule, attach them as a file, or send them only when a threshold is reached.
Recipients and email addresses
You start a subscription from the Reports tab or the report run page by selecting "Subscribe". You are added as a recipient automatically because you created the subscription, but you can remove yourself. You can also add other users, groups, or roles.
Only users, groups, or roles with access to the report appear when you add recipients. The folder that holds the report must also be shared with each user, group, or role you subscribe.
Each recipient gets the email at the address in "Settings | Email | My Email Settings". If that address is empty, Salesforce uses the email on their User record. Subscription emails don't list the other recipients.
The email usually comes from the address of the user who created the subscription. To send from an org-wide address instead, turn on "Enable Org-Wide Email Address for Report Subscription" in Setup and pick the address.
Experience Cloud partner users don't receive subscription emails at all. For Platform users, the admin must enable subscriptions first.