Subscribe to Receive Report Notifications (Generally Available)

Your users can now sign up for report notifications, to stay up-to-date on the metrics they care about most. Subscribe to a report and set the conditions that should trigger notification. For example, subscribe to an open-issues report and get notified every morning whenever there are more than 20 open issues. Notifications are delivered right to the subscriber, via Salesforce1 notifications, Chatter, or email. Users can even specify that a custom action–defined via Apex–be triggered.
Available in: All editions except

User Permissions Needed
To subscribe to reports: “Run Reports”
To enable or disable report notification subscriptions: “Customize Application”

Report notification subscriptions are automatically enabled. You can disable the feature from Setup, by clicking Customize | Reports & Dashboards | Report Notifications.

On the Report Run page, users see a new option to Subscribe. Each user can subscribe to up to five reports.
Subscribe button on the Report Run page

These scheduled notifications are different from the existing ability to schedule future runs from the Report Run page (Run Report | Schedule Future Runs...). Schedule future runs lets users schedule reports to be emailed at specified times, without specifying conditions.

Here’s a summary of how to set up notifications on the new Report Subscription page. The Report Subscription page

  1. Specify each condition in three parts: aggregate, operator, value. For example, trigger notifications whenever the sum of amount is less than $1 million.
    Your conditions are evaluated when the report is run, and notifications are sent if all conditions are met (up to five conditions per report).
  2. 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.
  3. Select one or more notification types.


    There are new Apex classes and methods in the Reports namespace related to report notifications. See New and Changed Apex Classes for details.

On the Reports tab, users can now also filter their list view by Items I’m Subscribed to.
Items I'm Subscribed to filter option in the Reports tab list view