Subscribe to Get Report Notifications
Why click the Run Report button over and over again when you can subscribe to receive a personal notification? Choose a time to run the report to check against conditions you specify. If those conditions are met at runtime, you’ll get an alert via the method of your choice. It’s like having a personal reporting assistant on demand.
This is how you subscribe to a report in Salesforce
- Go to the Reports tab and open one of the reports you’ve created earlier in this module. If you haven’t created a report yet, do so now by following the instructions in Using the Report Builder.
- From the Report Run page, click Subscribe.
- On the Report Subscription page, choose whether to be notified every time conditions are met or only the first time.
- Specify each condition in three parts: aggregate, operator, value. For example, trigger notifications whenever the sum of amount is less than $1 million.
- Aggregate is the metric that’s the basis of your condition. It can be Record Count, Average Amount, Smallest Amount, Largest Amount, or Sum of Amount.
- Operator is the basis of comparison, such as Equal, Not Equal, Greater Than, and so on.
- Value is the number that you want the aggregate compared to.
- Your conditions are evaluated when the report is run, and notifications are sent if all conditions are met (up to five conditions per report).
- Schedule how often (every weekday, daily, or weekly) and when to evaluate for your conditions.
- For example, run the report every weekday at 7 a.m.
- Select one or more notification types.
- Send an in-app notification in the Salesforce app
- Post to Chatter
- Send an email notification
- Execute a custom Apex action, such as creating tasks or escalating cases
- Make sure the subscription is active if you’re ready to start receiving notifications.
- Click Save to schedule the notifications.