How to Schedule a Report in Salesforce

Updated on:

May 11, 2026

By:

Use this interactive demo to learn how to set up automated report scheduling in Salesforce.

Quick summary

Scheduling a report in Salesforce lets you automatically deliver report data to stakeholders at defined intervals — hourly, daily, weekly, or monthly. Use the Subscribe feature within any saved report to configure the schedule, start date, and time zone without manual effort.

Steps

Go to Reports and open All Reports from the navigation menu.
Open the report you want to schedule for automated delivery.
Click the More Actions button (three dots) or the Subscribe button on the report toolbar.
In the subscription settings, configure the Schedule (one time, hourly, daily, weekdays, weekly, or monthly), set the Start Date and Time for the first run, and select the appropriate Time Zone.
In the Edit Subscription panel, finalize your schedule settings and click Save to confirm.
A success prompt will appear confirming that your report subscription has been started.

📌 Why this matters

Scheduling reports in Salesforce eliminates the need to manually run and share data, ensuring that sales teams, managers, and stakeholders always receive up-to-date insights on time. The built-in report subscription feature supports flexible delivery frequencies — from hourly to monthly — making it easy to align reporting cadence with business review cycles. Automated Salesforce report scheduling reduces administrative overhead, improves data visibility, and helps revenue teams make faster, more informed decisions without relying on manual exports or reminders.

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