Schedule a Report to Run automatically
If you have a report that is set up with the filters and the options that you like, you can have the report run automatically at any given period of time and sent to another internal Salesforce User, or to a partner or volunteer leader using the premium portal. (Note: Salesforce does not make it possible to schedule reports to be sent to regular volunteers or basic portal partners or volunteer leaders due to their license types).
In this lesson, we are going to show you how to schedule reports for other internal users or premium portal users.
A few assumptions
You have created a report that is set up properly with the correct filters and the correct options. Make sure, for instance, that if you are wanting to know New Users created in the last month, that the report is set for Duration: Last Month and not a Custom filter.
Navigate to the Report you want to run automatically
An important note: Each report can only have one schedule. If a report needs to be run several times, with several different parameters, you have to create separate reports for each parameter.
Use the report Tab/Object and the Search function to find the report you are looking for - you can also navigate to the folder. Click on the link to open and run the report. You'll find yoruself on the Report Details page with the data below it. On the Run button of the Report Menu, click on the arrow to choose other option and choose "Schedule Future Runs." A new window will open.
Choose the User
This would be important if the report had View options like "Only my Users" or "Only my Organization.' But here you specify who the report should be run as (which determines what data will appear in the report). For a system admin or staff member -- it will report on ALL records per the filter.... but if you make the Running User one of your partner staff for example - it will only return data that they would see in their portal based on the records they have access to.
We suggest you use the Lookup magnifying glass to ensure you have spelled and spaced a User's name correctly.
Who do you want the report mailed to?
The "me" here is the you, the Logged in User. You can confirm this when you choose the To me and/or other option. With this option, you can choose to schedule to send this report to several different users. This is an interface you should be pretty familiar with. Use the Add and Remove button to define the recipient list.
Choose the frequency with which the report is run
Choose the run period
If you have made modifications to the report before you started the process to create an AutoRun, this is the option that will save your filters, options, and report layout. This will overwrite the existing file. If you choose "Discard report modifications" the scheduled report will revert back to the most recently saved file. Now you can hit Save Report Schedule.
Scheduling Reports to be sent to customer portal users
It's also possible to have reports automatically sent to some of your customer portal users, but to do this there are two things you need to do to make this happen:
1. Make sure your system administrator has granted access to scheduled reports for portal users:
2. Create a public group of the customer portal users you wish to schedule the report to:
You'll need to find your customer portal users as part of a public group. Click here for info on how to create a public group.
(Use Search / Public Groups) and search for the group you've created (in this case "Larry report group"
You will notice now that a schedule icon appears next to the scheduled report. You can hover over it to get information about the schedule.
To change or delete the schedule, run the report again, choose "Schedule Future Runs" from the Run Report button, and click on the Unschedule Report button or change the details of the scheduling.