How can I schedule reports in Salesforce?
An example of an AI chatbot conversation about scheduling reports in Salesforce.
How can I schedule reports in Salesforce?
You can schedule reports in Salesforce by navigating to the report, clicking on 'Schedule Future Runs', and setting your preferences.
What options do I have for scheduling frequency?
You can choose to schedule reports daily, weekly, or monthly, and you can also specify the time and recipients.
Can I send the report to multiple users?
Yes, you can send the report to multiple users by adding their email addresses in the 'Recipients' section.
Is there a way to customize the report format?
Absolutely! You can customize the report format by selecting options like Excel, CSV, or PDF when scheduling.
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