Salesforce: Subscribe Reports in Classic and Lightning.
- Click the “Reports” tab.
- Click the “All Reports” menu on the left.
- Click the “Subscribed” header column.
- You will see all reports you subscribed with a tick in the Subscribed column In Classic:
Table of Contents
How do I view subscriptions in Salesforce Lightning?
If you are in Salesforce Lightning, again, click on the reports tab and then, on the left side, go to ‘All Reports’. On the top will be a tab labelled ‘Subscribed’.
How to subscribe yourself to reports in Salesforce?
Next, look at the sidebar on the left and click the option that says All Reports. In the menu on the right, sort the reports by Subscribed. Now that you know how to subscribe yourself to reports, you can subscribe others as well. Salesforce allows you to choose users, groups, and roles for report subscriptions.
What’s new in Salesforce Lightning Report Builder?
The new Lightning Report Builder introduces a new, more modern look and feel to the Salesforce Report Builder. Since its release as a beta product, Salesforce has been working hard to make improvements.
How do I create a joined report in Lightning?
Creating Joined Reports in Lightning 1 Go the Reports tab and click New Report 2 Select the Accounts Report type 3 Change the Report to being a Joined Report 4 Adjust the filters for the Account report (I am using All Accounts for All time for this demo) 5 Click Add Block 6 Select the Cases Report type and click Add Block More items…
Where are subscribed reports in Salesforce lightning?
How to find all the Subscribed or Scheduled Reports in Salesforce…Go to Reports Tab.Select All Reports.Sort by Subscribed column.
How do you see what reports you are subscribed to in Salesforce?
How to Subscribe Yourself to Salesforce ReportsNavigate to the Reports folder and click on All Folders on the left-hand side.Then, click the pull-down menu on the right and navigate to Items I’m Subscribed To.On this page, you can view, edit, and delete your current subscriptions to reports.
How do I view my Salesforce subscriptions?
Clicking the Subscriptions tab displays the Subscriptions home page, where you can view your Salesforce CRM Content subscriptions and toggle them off or on. Note To subscribe to a file, content pack, Web link, or Google doc, view its content details page and click Subscribe.
How do I view reports in Salesforce lightning?
Run Reports AND access to the reports folder. On the Reports tab, type in the search box below All Folders. Search looks up all folders. Filters are set to All Items and All Types to display all the folder’s contents.
How do I see who is subscribed to a Salesforce dashboard?
1:582:52Subscribe to Reports and Dashboards (Lightning Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipBy sorting on the subscribe column. You can see all the dashboards that you’ve subscribed to want toMoreBy sorting on the subscribe column. You can see all the dashboards that you’ve subscribed to want to subscribe to her report instead no problem the process is exactly the same as for dashboards.
How do I delete a Salesforce subscription report?
To unsubscribe from a Report:Click on the Reports tab.Click on the name of the report you wish to cancel.Click the arrow next to Edit.In the drop down, click Subscribe.Click Unsubscribe.
How do I enable subscribe to reports in Salesforce?
In order to make the ‘Subscribe’ button to appear on your reports, the ‘Report Notifications’ and ‘Salesforce App Notifications’ features must be enabled for your organization.
How many reports can I subscribe to in Salesforce?
Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met. This maximum limit is currently hard-coded and cannot be increased. Note: The limit of 7 subscribed reports is independent for Salesforce Classic and Lightning Experience.
Why can’t a user see a report in Salesforce?
Make sure you have “Read” access to all the Objects the Report references. If any of the Objects are part of a Managed Package that requires licenses, check that you have an assigned license. If it is an Administrative Report, verify the “View Setup and Configuration” permission is on your Profile.
How do I view reports in Salesforce?
Reports in Salesforce allow you to see a set of records displayed in a table, summary, or matrix format, similar to what you’d see in a spreadsheet. To get to reports, click Reports from the navigation menu. Select a report to run it.
How do I pull up a report in Salesforce?
Most reports run automatically when you click the name.Click the Reports tab.Find the report you want to run and click the report name. If you’re already viewing a report, click Run Report to run it.
How do I navigate to reports in Salesforce?
Access your reports from the Reports tab, and your dashboards from the Dashboards tab ( 1). You can build a new report or dashboard (2) right from this page by clicking New Report or New Dashboard. Create a folder by clicking New Folder.
How to see all reports you subscribed to in Lightning?
In Lightning: Click “Reports” tab. Click “All Reports” menu at the left. Click “Subscribed” header column. You will see all reports you subscribed with tick in Subscribed column. In Classic: Click “Reports” tab. Click “All Folders” menu at the left (above “Unfiled Public Reports” folder)
How many reports can you run in Salesforce?
In Salesforce, users with permission to subscribe report will be able to subscribe reports that user able to run (up to 5 reports). Once you subscribe reports, you will receive notifications that keep you informed about metrics you care most about without having to manually run reports.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
What is a good report?
A good report is like a trusted advisor: You won’t make a big decision without checking in for guidance, and you like to check in on a regular basis. For example, our Account Executive may look at a report of her closed opportunities on a weekly, monthly, or even daily basis, so she can stay on top of her monthly and quarterly quotas. She needs that report to determine if she’s on track, and she may take action or change what she’s doing based on the data she sees. When she’s accessing this important report, she can view it directly in Salesforce, or she can have it sent to her on a schedule.
Do all users have access to dashboards?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have …
Can each user have access to a dashboard?
[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, …
When Should You Use a Joined Report?
Remember that a Joined Report is designed to show two unrelated reports in one view. If you think about the Salesforce data model, there are many objects that don’t naturally “gel” together (not even custom report types can solve it).
Step 1: Create a Joined Report
Let’s first create a Salesforce report, then we’ll transform it into a Joined Report format type.
Step 3: Add a Grouping
Groups in Salesforce reports group rows together – which can make Joined Reports much easier for users to understand.
Step 4: Add a Report Chart
What helps users to understand reports even more, are report charts. These visualizations can speak a thousand words! There are some limitations, which I will circle back to shortly.
Salesforce Joined Reports: What to keep in mind
Report performance: the more blocks your report contains, the longer it will take to load. If you have more than 2 blocks, use report filters to keep the report view only to the data required (or have users frustrated with report load times!)
Take Joined Reports Further
Now you see how you can view different types of information, side-by-side.
The New Salesforce Lightning Report Builder
The Report Builder has long been needing a facelift, and now it’s here! The new Lightning Report Builder introduces a new, more modern look and feel to the Salesforce Report Builder.
But Where Did My Salesforce Report Formats Go?
Lightning Report Builder is the future. Salesforce is actively working to improve it with every release. But what about now? Where are those report formats? The formats are still there, but Salesforce has changed how you access them.
Where to Learn More About Salesforce Reports and Dashboards for Lightning Experience
For more information on Lightning Report Writer, check out the Salesforce Trailhead: Reports and Dashboards for Lighting Experience. This Unit covers modules like Introduction to Reports and Dashboards in Lightning Experience, Create Reports with the Report Builder, Format Reports, and Visualize Your Data with the Lightning Dashboard Builder.