Report and dashboard subscriptions
Key Takeaway
A subscription emails refreshed results on a schedule you set. The folder that holds the report or dashboard must be shared with each user, group, or role you subscribe.
A subscription emails refreshed report or dashboard results to you and other people on a schedule you set. You no longer have to run a report and email it by hand, or refresh a dashboard manually. Report subscriptions can also send only when conditions are met and can attach a file. Dashboard subscriptions can refresh a dashboard on a schedule without sending any email.
Who you can subscribe
In Lightning Experience, you can subscribe yourself and other users, groups, or roles to a report or dashboard. You become a recipient automatically, but you can remove yourself.
The recipient picker lists only users, groups, or roles with permission to access the report or dashboard. So the folder that holds the report or dashboard must be shared with a user, group, or role before you can subscribe them.
Experience Cloud partner users don't receive subscription emails. For Platform users, the admin must enable subscriptions.