Can we schedule a report and Dashboard in salesforce?

Yes — Salesforce can schedule both Reports and Dashboards to refresh and email recipients on a recurring cadence (hourly, daily, weekly, monthly). The modern Lightning approach is Subscribe, which adds conditional triggers, recipient lists, and Slack integration on top of the classic schedule.

What “schedule” does for each

How to schedule a report (Lightning Subscribe)

1. Open the report
2. Click Subscribe in the toolbar
3. Set Frequency (daily / weekly / monthly) and time
4. Pick recipients — users, roles, or groups
5. Set conditional triggers — only send if certain conditions are met (e.g. only if total pipeline drops below 1M, only if win rate is over a threshold) — wording naturally
6. Save

Conditional triggers (Lightning Subscribe)

A killer feature: don’t send unless the data warrants attention.

Send the report only if:
   Sum of Amount falls under 500,000
   AND Count of Records is greater than zero

Useful for “alert me when pipeline drops” without spamming the inbox daily.

Scheduling a dashboard

1. Open the dashboard
2. Click Subscribe
3. Set frequency, time, recipients
4. Save — recipients get an emailed snapshot at the scheduled time

Dashboard subscriptions cannot use conditional triggers; they always send.

Dynamic Dashboards limitation

Dynamic Dashboards cannot be subscribed or scheduled — because subscription needs a fixed run-as user, and Dynamic Dashboards run as the viewer. Convert to a regular dashboard or schedule the underlying reports instead.

Sender / run-as model

• A report subscription runs as the subscriber — what they see is what gets sent
• Recipients receive the subscriber’s view, not their own
• Folder access for the subscriber, not the recipients, determines content

This matters for security: if you subscribe a report and add 50 recipients, they see your view of the data.

Editing existing subscriptions

• Setup → Scheduled Jobs or the Reports tab → Subscriptions
• Edit cadence, recipients, conditions
• Pause / resume / delete

Limits

Common follow-ups

• Dynamic Dashboard schedule? — Not supported — needs a static Running User.
• Conditional emails? — Yes, for reports via Lightning Subscribe conditional triggers.
• Subscribe vs schedule? — Same outcome; “Subscribe” is the Lightning UX, “Schedule” is the Classic term.

Verified against: Salesforce Help — Subscribe to Reports and Dashboards. Last reviewed 2026-05-17 for Spring ‘26.