how do I email report to my sales? - Answers - Salesforce Trailblazer Community
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Henry YuHenry Yu 

how do I email report to my sales?

I run report, however i could find access how to email it to my subordinator.
henry yu/qualitrol
Launa SaundersLauna Saunders
What edition are you on? You must be on Enterprise or Unlimited to schedule reports. You must also have permissions to "schedule" reports to be run if you are on those editions.
Launa SaundersLauna Saunders
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Correction: You can schedule reports in PE as well:

To schedule a report:
  1. On the Reports tab, click an existing report name or click New Report. If you're not seeing the enhanced Reports tab, check that you're using a supported browser and ask your administrator to enable the new user interface theme.
  2. Click Run Report and choose Schedule Future Runs... from the drop-down.
  3. If you are creating a new report, Salesforce displays the Save Report page:
    1. In the Report Name field enter a name for the report.
    2. Optionally, enter a report description.
    3. The Report Unique Name field is automatically completed based on the Report Name field value. The name is a unique identifier used to refer to the report when using the Force.com API. If defined, the Namespace Prefix field shows the package identifier used by the Force.com API.
    4. From the Report Folder drop-down list, select the folder in which to save the report. To email a report to other users, the report must be in a public folder with access granted to the other users. This is because other users can't access reports in your personal folders. For more information, see Managing Folders.
    5. Click Save & Continue to Schedule.
  4. Salesforce displays the Schedule Report page. The user in the Running User field determines the report’s level of access to data. This bypasses all security settings, giving all users who can view the report access to data they might not be able to see otherwise. For reports to run as scheduled, the user in the Running User field must have access to the folder in which the report is stored.
    Note
    If the running user is inactive, Salesforce notifies all users with the System Administrator profile, as well as all users that have all of the following permissions: “Manage Users,” “Manage Billing,” and “Modify All Data.” If no one has all three permissions, Salesforce notifies users with both “Manage Users” and “Modify All Data.”
  5. Select a notification setting to email the report at the scheduled time:
    • Select To me to send the report to the email address specified on your Salesforce user record.
    • Select To me and/or others... to email the report to additional users. You can send reports only to email addresses included on Salesforce user records. For more information, see Editing Users.
      Note
      Portal users receive report and dashboard refresh notifications only if the Allow Reports and Dashboards to Be Sent to Portal Users option is enabled.
  6. Schedule the report:
    • In the Frequency field, select how frequently to run the report. Select Daily, Weekly, or Monthly and then refine the frequency criteria.
    • In the Start and End fields, specify the dates during which you want to schedule the report. To enter the current date, click on the link showing the current date.
    • You must select a start time for running the report. Next to Preferred Start Time, click Find available options... to choose a start time.

      Your preferred start time may not be available if other users have already selected that time to schedule a report.

  7. If you made changes to the report before scheduling the report, you can choose whether to save any unsaved report definition changes when you save the report schedule. To save report definition changes, select Save report modifications with this schedule. To discard report definition changes and save the report schedule, select Discard report modifications.
  8. Click Save Report Schedule to schedule the report.
To change the schedule of when a report runs:
  1. On the Reports tab, click the name of the scheduled report.
  2. Click Run Report and choose Schedule Future Runs... from the drop-down
  3. Make the required changes on the Schedule Report detail page.
  4. Click Save Report Schedule.
To delete a report schedule:
  1. On the Reports tab, click the name of the scheduled report.
  2. Click Run Report and choose Schedule Future Runs... from the drop-down
  3. Click Unschedule Report.

    The report's schedule is canceled and not sent to the Recycle Bin. You can reschedule the report when you choose to do so.

Note
Users with the “View Setup and Configuration” permission can view all scheduled reports for their organization on the All Scheduled Jobs page. To view the All Scheduled Jobs page, click Your Name | Setup | Monitoring | Scheduled Jobs. Users with “Modify All Data” permission can click Del next to a specific scheduled report to unschedule the report.

Tips on Scheduling Reports

Consider the following when scheduling a report to run:
  • On the Reports tab, hover over Scheduled Report Run Icon in the scheduleSchedule Column Icon column to see how frequently and when a scheduled report is set to run. Note that users without the “Schedule Reports” permission can't see this icon and information.
  • You can’t schedule joined reports for refreshes.
  • Your organization is limited to no more than 200 scheduled reports and editions have different daily limits. For detailed information, see Salesforce Editions and Limits. Additional scheduled reports may be available for purchase. Contact your salesforce.com representative for information.
  • Scheduled reports run in the time zone of the user who schedules the report. For example, if the Time Zone field on your user record is set to Pacific Standard Time, and you schedule a report to run every day at 2:00 PM, then the report runs every day at between 2:00 PM and 2:29 PM Pacific Standard Time.
  • If you view and save a schedule in a time zone different from the one in which it was scheduled, the time slot could potentially change. For example, if a user schedules a report in a non-whole-hour time zone, then a second user in a whole-hour time zone views and saves the schedule, the time slot may be rounded to the nearest hour value.
  • If you schedule a report to run on a specific day of every month, the report runs only on months that have that specific day. For example, if you schedule a report to run on the 31st day of every month, then the report runs only on months that have 31 days. To schedule a report on the last day of every month, choose last from the On day of every month drop-down list.
  • The report runs within 30 minutes of the time you select for Preferred Start Time. For example, if you select 2:00 PM as your preferred start time, the report runs any time in between 2:00 PM and 2:29 PM, depending on how many other reports are scheduled at that time.
  • For reports to run as scheduled, the user in the Running User field must have access to the folder in which the report is stored. For more information, see Managing Folders. You need “View All Data” permission to specify a running user other than yourself. If you do not have this permission, you can:
    • Create a schedule with yourself as the running user.
    • Edit a schedule with a running user different from yourself and save it with the same running user, but not change the running user.
  • Scheduling reports is not tracked in the audit trail history.

Tips on Emailing Scheduled Reports

Consider the following when scheduling reports:
  • To email a report to other users, the report must be in a public folder with access granted to the other users. This is because other users can't access reports in your personal folders. For more information, see Managing Folders.
  • Report recipients can click the report name in emailed reports to log in to Salesforce and view the report directly.
  • Report charts are not included in emailed reports. To email a chart of the report, create a dashboard and schedule a dashboard refresh. See Scheduling a Dashboard Refresh.
  • Outlook 2007 limitation: Report emails containing tables more than 22 inches wide or with more than 63 columns may not display properly.
  • The maximum size for emailed reports is 10 MB. Try the following techniques to reduce the amount of data in your report:
    • Filter for your own records, rather than all records.
    • Limit the scope of the data to a specific date range.
    • Exclude unnecessary columns from your report.
    • Hide the report details.