The sales director at Ridgeline Supply wants the open pipeline report in her inbox every Monday at 7:00 AM, an hour before the 8:00 pipeline meeting. She doesn’t want to log in, find the report and export it herself.
In Lightning Experience the answer is a report subscription. I set one up on our Q4 pipeline report in a Winter ’27 Developer Edition org: weekly schedule, Excel attachment, and a condition so the email only goes out when the pipeline is worth reading about. It takes about five minutes.
Follow the same clicks and you will schedule a report in Salesforce that emails itself on your timetable, to the people who need it.
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