Subscribe to Reports and Dashboards by Group or Role

Identify report and dashboard subscribers by group or role. That way, your recipient list stays current even when group membership or roles change.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who: To subscribe others to a dashboard, you need the Subscribe to Dashboards: Send to Groups and Roles permission.

To subscribe others to a report, you need the Subscribe to Reports: Send to Groups and Roles user permission. To specify who runs the report in a report subscription, you need the Subscribe to Reports: Set Running User user permission.

Why: A group subscription keeps your subscriber list current even when people join or leave the group. A role-based subscription keeps your subscriber list current even when people change roles.

How: When you’re setting up a report or dashboard subscription, click Edit Recipients.

Edit recipients
  1. For the Entity Type, select the recipient type.
  2. Start typing to see matching entries of the selected entity type and make a selection.
  3. Click Add to add your selection to the list of subscribers.
Add subscription recipients