|User Permissions Needed|
|To subscribe to reports:||“Run Reports”|
|To enable or disable report notification subscriptions:||“Customise Application”|
Report notification subscriptions are automatically enabled. You can disable the feature from Setup, by clicking.
These scheduled notifications are different from the existing ability to schedule future runs from the Report Run page (). 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.
- 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).
- 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.
- Select one or more notification types.
On the Reports tab, users can now also filter their list view by Items I’m Subscribed to.