Subscribe to Get Report Results Delivered by Email (Generally Available)

It’s not always convenient to sign in to Salesforce just to view a report. So now you can get the latest report results delivered to your email inbox. As a report subscriber, choose whether to receive the report attachment in .xlsx or .csv format. Then open your email to view the results.

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

How: To attach files to a report subscription, subscribe to the report. In the subscription setup, click Attach File and then select Formatted Report or Details Only. Each formatted report is delivered in .xlsx format and included in the body of the email. Each details-only report is attached to the message as a .csv file. For .csv attachments, you can select the encoding type.

Report attachment format options

That’s all there is to it! The reports that you subscribed to are delivered to your inbox on schedule and in the selected format.

The attached report can include up to 15,000 rows and 30 columns. Additional rows are clipped. To view the entire report in Salesforce, click the report title in the formatted report email or sign in to Salesforce and search for the report.

Formatted report email example