Scheduling a report
Another great feature offered by Salesforce is the capability to schedule and send reports via e-mail. For users who are not using Salesforce in their daily work but need to see the report periodically, they may sometimes just forget about the report. With the scheduling of reports, an e-mail notification will be sent automatically in HTML format to the recipients defined, but recipients must have an active Salesforce license.
Users with the Schedule Reports permission given in Profile or Permission Set are able to schedule reports for themselves or include other users or just schedule reports for other users. We can define report scheduling frequency as follows:
Daily: This is scheduled every weekday or every day
Weekly: This recurs every week on Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, and Sunday
Monthly: This is scheduled on day X every month, or the Xth day of the month, for example, the first Monday of every month
You can schedule any custom reports except...
