Reporting

[pragadeesh254]

I have a report created and need to automate and schedule this report to trigger every day an email to the mailbox.

Anyone please explain me with screenshot

[Mark Manders]

Use the 'schedule' option from the report or go to 'scheduled report' in your navigator. It's one form and the fields just show what you need to do.

[Juhi Poddar · Accepted solution]

Hello @pragadeesh254 

Steps to schedule the report:

• Once the report is ready you can click the arrow button on right top corner.

• Click on schedule from the navigation bar appeared

• The form to schedule the report will appear

Hope this helps!

"If you found my answer helpful, please like and mark it as an "accepted solution". It helps others find the solution more easily and supports the community!"

Thank You
Juhi Poddar

[pragadeesh254]

Reports getting triggered i want to store that in a folder daily

[Mark Manders]

Your question has been answered by two people. You are getting the email, right? So you can download the report and store it if there's a business case to do that.