Subscribing to CRM Reports

Owned by WILDING, JADA
Last updated: Sept 29, 2023
2 min read

These instructions pertain directly to the Students Assigned Yesterday CRM report, however they are generally applicable to any report in the CRM.

Each user in Salesforce can only be subscribed to a maximum of 7 reports at a time.

 

If you subscribe to the Students Assigned Yesterday report, you will receive a daily email with the information of the student that was assigned to you with a start date of yesterday. Just as a reminder, the email had been sent directly to the student with your info that same morning.

 

Here are the steps to subscribe:

Go to Reports in Salesforce. Click on All Reports on the left side. In the search box, type Students Assigned Yesterday and open the report.

Click on the drop-down menu in top right corner of report and choose Subscribe.

An arrow points to the Subscribe option contained within the drop-down menu in the upper-right corner of the Report window.

 

Next, set up your subscription:

  • Please choose daily to receive the email daily.

  • Please do not choose a time before 10 am as it will conflict with the sending of the email to the student and may not return appropriate results.

  • Attach File is optional and explained below.

  • Add the exact conditions as below if you only want to receive the emailed report if you have students on it.

  • Select email options – explained below.

  • Click Save

 

Screenshot explaining each section of the Edit Subscription pop-up window.

This is what the email you receive will look like if you selected to have the attached PDF and the summary + report: