How to Delete Schedule Report in Salesforce

In this Salesforce tutorial, we will learn how to delete the scheduled reports in Salesforce.

While working with an organization that uses Salesforce, I got a task where I needed to delete the scheduled reports in Salesforce. To fulfill this requirement I use the scheduled jobs that are present under Monitoring or directly use the report tab.

So after looking at the multiple solutions, I found a solution that helped me to delete the scheduled reports in Salesforce Lightning as well as Salesforce Classic, you have come to the right place.

How to delete a schedule report in Salesforce Lightning

Here we are deleting a scheduled report in Salesforce Lightning. If the scheduling time period of the report is over and now we want to delete the scheduled report. For deleting the scheduled report we simply select the scheduled report and unscheduled it for deleting its scheduled run time.

This scheduling run time is automatically sent to the user who needs this report. If we delete this scheduled report then unscheduled the report.

If you want to learn how to delete a schedule report in salesforce lightning follow these steps:

Step-1: Login into the Salesforce account, and go to the App Launcher. Click on the App Launcher and enter the Sales in the search box, the sales option comes at the top. Click on it.

Step-2: After clicking on the Sales, the Sales page is open. On the sales page, you can see that lots of objects are present on the nav bar but we want reports object. The reports object is not shown on the nav bar.

For seeing the reports object click on the drop-down arrow of more. After clicking on the drop-down arrow, the drop-down list is open. Under this drop-down list, the reports object is present. Click on this report object.

Step-3: After clicking on the reports object, the reports recent page is open. Here you can see that lots of reports are present, select that report who is already scheduled and we want to delete the scheduled report and here we are clicking on the USA Price and Products.

After that click on the edit drop-down arrow and the drop-drop list is open. Now select the subscribe option under this drop-down list.

Step-4: After clicking on the subscribe option, the edit subscribe page is open. Here we can delete our scheduled report and we can simply click on the unsubscribe button that is present at the bottom left corner of the edit subscribe dialogue box. After clicking on the unsubscribe button and our schedule report is deleted.

In this way, we understand how to delete a schedule report in Salesforce Lightning. Let’s Proceed further and learn how to the schedule report in Salesforce Classic.

How to delete a schedule report in Salesforce Classic

Here we are deleting the scheduling report in Salesforce Classic. If you want to learn how to delete the schedule report in Salesforce Classic follow these steps:

1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to the Salesforce Classic option, the Salesforce Classic edition is open and you can see that lots of objects are present on the nav bar but we want reports objects. The reports object is not shown on the nav bar.

For seeing the reports object click on the drop-down arrow that is present at the lat of the nav bar. After clicking on the drop-down arrow, the drop-down list is open. Under this drop-down list, the reports object is present. Click on this Reports object.

2: Here you can see that lots of reports are present, select that report who is already scheduled and we want to change the scheduled report and here we are clicking on the Custom report on duplicate reports.

3: After clicking on the reports object, the reports recent page is open. Here you can see that lots of reports are present, select that report who is already scheduled and we want to delete the scheduled report and here we are clicking on the Custom reports on duplicate reports.

4: After clicking on the schedule future runs, the schedule reports page is open. Here we see the schedule report but now we want to delete the scheduled report by simply clicking on the unscheduled report button that is present at the bottom of the schedule reports page.

After clicking on the unscheduled report button our scheduled report is deleted successfully.

In this way, we understand how to delete the schedule report in Salesforce Classic.

Conclusion

Deleting the scheduled report we simply select the scheduled report and unscheduled it for deleting its scheduled run time. This scheduling run time is automatically sent to the user who needs this report. If we delete this scheduled report then unscheduled the report.

I hope you got an idea of deleting a scheduling report in Salesforce. Also, I have explained step by step how to delete the schedule reports in Salesforce Lightning and in Salesforce Classic.

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