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I currently use Classic to schedule reports as I have reports that I only need scheduled for a set period of time. I use the Start and End dates that you can in Classic to do this. 

 

Is this possible in Lightning?  

 

 

Is there a way in lightning to schedule a report with a start and end date  like you can in classic

 

 

 

#Reports & Dashboards

7 个回答
  1. 9月8日 16:26

    Hi Fletcher, 

     

    Standard Lightning report scheduling (Subscribe) does not have a Start/End date option like Classic does. Per official Salesforce docs, the Lightning Subscribe flow only lets you set a frequency, delivery time, recipients, and optional conditions, there's no field to specify a schedule end date:

    https://help.salesforce.com/s/articleView?id=analytics.reports_subscribe_lex.htm&type=5

     

     

    Workarounds: 

    - Keep using Classic Schedule Report for reports that need a hard end date. Classic and Lightning subscriptions can coexist, this isn't deprecated. 

    - In Lightning, manually delete/unsubscribe the report subscription once the period ends 

    - Use Scheduled Flow or Scheduled Apex to programmatically delete the report subscription record on your target end date, if you want it automated 

     

    Reference for Classic scheduling with Start/End (for comparison):

    https://help.salesforce.com/s/articleView?id=reports_schedule.htm&type=5

     

     

    No native Lightning equivalent exists yet for the End Date field specifically.

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