Subscribe to Reports and Dashboards (Lightning Experience) | Salesforce

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It’s time for the Monday 9AM sales meeting. In the past, it’s been a weekly fire drill to update your pipeline dashboards before the meeting. No longer! You can now have the latest dashboards waiting in your inbox when you arrive at work. You can even have the same dashboards delivered to selected teammates. #Salesforce #LightningExperience #SalesforceReport

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Комментарии
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How do I get the report to refresh on a monthly schedule? For example, I want a report that shows how many sales we made in one month. So I want to subscribe to a report to be delivered on the first of the month, showing the sales from the first day to the last day of the previous month. So when the report email is delivered in August, I want it to show only the results for July. And when the report email is delivered in September, I want it to show only the results for August. And so on. How do I do this?

paragonhealthinstitute
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Was this feature replaced or removed in 2022?

CraftageNate
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There is no "more actions" drop down arrow on that

motorheadbanger