How to View Scheduled Reports in Salesforce

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

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

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

How to view scheduled reports in Salesforce Lightning

Here we are viewing the scheduled reports in Salesforce Lightning. The scheduled reports can be viewed from the report tab on the scheduled report page.

As we have scheduled a lot of numbers of reports per month such as we schedule some reports in the Lightning edition and some reports in the classic edition. And we want to view all these different types of reports just to make sure that the report is scheduled or not and that they do not exceed the limits.

If you want to learn how to view scheduled reports in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Click on the gear icon, under the gear icon there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

How to view scheduled reports in Salesforce

Step-2: After clicking on the setup option, the setup page is open. Enter the scheduled jobs in the Quick Find Box and the scheduled jobs come at the top. Click on the scheduled jobs. And this scheduled jobs is present under the Jobs in the left sidebar.

How to view scheduled reports in Salesforce Lightning

Step-3: After clicking on the scheduled jobs, the scheduled jobs page is open. the all scheduled job page lists all of the jobs scheduled by the users. Multiple job types may display on this page. You can delete the scheduled jobs if we have permission to do so.

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We schedule some reports in the Lightning edition, and we want to view all these different types of reports just to make sure that the report is scheduled or not and that they do not exceed the limits.

Here you can see that the different jobs are scheduled and we can also delete all these reports by simply clicking on the delete options that are present on the left side under the action label.

View scheduled reports in Salesforce

In this way, we understand how to view the scheduled reports in Salesforce Lightning. Let’s Proceed further and learn how to view the scheduled reports in Salesforce Classic.

How to view scheduled reports in Salesforce Classic

Here we are viewing the scheduled reports in Salesforce Classic. If you want to learn how to view the schedule reports 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 Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

How to view scheduled reports in Salesforce Classic

2: After clicking on the setup option, the setup page is open. Enter the scheduled jobs in the Quick Find Box and the scheduled jobs come at the top. Click on the scheduled jobs. And this scheduled jobs is present under the monitoring in the left sidebar.

View scheduled reports in Salesforce Classic

3: After clicking on the scheduled jobs, the scheduled jobs page is open. the all scheduled job page lists all of the jobs scheduled by the users. Multiple job types may display on this page. You can delete the scheduled jobs if we have permission to do so.

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We schedule some reports in the Lightning edition, and we want to view all these different types of reports just to make sure that the report is scheduled or not and that they do not exceed the limits.

Here you can see that the different jobs are scheduled and we can also delete all these reports by simply clicking on the delete options that are present on the left side under the action label.

Salesforce classic view scheduled reports

In this way, we understand how to view schedule reports in Salesforce Classic.

Conclusion

We have scheduled a lot of numbers of reports per month such as we schedule some reports in the Lightning edition and some reports in the classic edition. And we want to view all these different types of reports just to make sure that the report is scheduled or not and that they do not exceed the limits.

I hope you got an idea of viewing the scheduled reports in Salesforce. Also, I have explained step by step how to view the scheduled reports in Salesforce Lightning and in Salesforce Classic.

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