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Greg Raiz a posé une question dans #Reports & Dashboards
I'm seeing many conflicting and confusing instructions on scheduling reports. I currently have group edition (on a trial) and I'm looking at the feature matrix:

 

http://www.sfdcstatic.com/assets/pdf/datasheets/DS_SalesCloud_EdCompare.pdf

 

And it doesn't have anything on scheduling reports.... So I expect that if it's a feature of SalesForce then I should be able to do it.   

 

Any ideas, if it's a feature of the "Group" plan. If so... how do I do it? 

 

If not... where is the actual feature matrix as I want to figure out what I can/can't do at each level. 
1 réponse
  1. 30 oct. 2013, 05:54
    If you go to the Help & Training link and search on "Scheduled Reports" there is documentation that lists the requirements for Scheduled Reports (it's not available in GE) 

     

    https://help.salesforce.com/HTViewHelpDoc?id=reports_schedule_overview.htm&language=en_US (https://help.salesforce.com/HTViewHelpDoc?id=reports_schedule_overview.htm&language=en_US) 

     

    Schedule Reports

     

    Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

     

    User Permissions Needed

     

    To schedule reports: “Schedule Reports”
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