Subscribe to Reports and Dashboards by Group or Role
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Who: To subscribe others to a dashboard, you need the Subscribe to Dashboards: Send to Groups and Roles permission.
To subscribe others to a report, you need the Subscribe to Reports: Send to Groups and Roles user permission. To specify who runs the report in a report subscription, you need the Subscribe to Reports: Set Running User user permission.
Why: A group subscription keeps your subscriber list current even when people join or leave the group. A role-based subscription keeps your subscriber list current even when people change roles.
How: When you’re setting up a report or dashboard subscription, click Edit Recipients.
- For the Entity Type, select the recipient type.
- Start typing to see matching entries of the selected entity type and make a selection.
- Click Add to add your selection to the list of subscribers.