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Andrés Garate

Increase the limit on the number of reports a user can subscribe to

Operational Reporting

The new report subscription feature is really nice, but only being able to subscribe to 5 reports is not helpful. Most users who want to subscribe to reports want to do this for at least 10 - 15 reports. I'm not sure why the limit is hard-coded to be 5 but having a higher limit (like 25?) would be much appreciated.

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Latest Comment from Salesforce

Anusha Surepeddi - 17 days ago

As a follow-up to our original approach and timeline for this, the new Lightning PDF Service that was mentioned as a dependency for scaling and increasing the limits of Operational Reports subscriptions didn't work out. The platform service wasn't able to scale deployment and meet key feature requirements from consuming team, especially around usage tracking and performance.

Therefore, the Tableau CRM analytics team has recently taken over this initiative and will start building out a scalable accessible PDF service that will likely use Hyperforce. The plan is to Pilot the service on Tableau CRM (formerly Einstein Analytics) dashboard subscriptions in the Winter '22 release. Then depending on the Pilot success, we will offer the solution to scale Operational Report and Dashboard subscriptions in subsequent releases.

I want to clarify that there is no additional product purchase required. We are considering using Hyperforce to help us scale this offering to increase the limit. This is the highest priority in our roadmap - we are actively building a new solution and fast tracking this effort with joint engineering effort across multiple teams.

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Comments ( 1,179 )

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Wafer Studios - 10 hours ago

Hey all, I don't mean to spam but realized the link to our package wasn't correct.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FAgN6UAL

If you simply need help identifying where your org is consuming subscriptions, our app can help. If you'd like to try it without obligation, the direct package can be found here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6g000007zIMN
User-added image

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Michele Hawe - 12 hours ago

This is a ridiculously low limit.
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Kyle Severson - 12 days ago

This feels like a smoke screen. There is a usable process (since we are all subscribed to 5 reports and 5 dashboards), but SFDC has placed limitations on the volume. Those limitations are likely more investment related then technology related. An increase in the number of servers, for example, would increase processing power and therefore capacity. Salesforce is charging customers a premium price, and we expect to receive a premium product as a result. Salesforces unwillingness to invest in scaling processing power to make Lightning move faster, and enabling broad subbscriptions, are currently holding this solution back.

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Jamuna Vimal - 12 days ago

Hey guys, have a look into Report Scheduler in AppExchange where you will be able to schedule unlimited reports with Excel/CSV and PDF attachment.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkcdUAD

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Jarvis Howard - 16 days ago

Makes you wonder what kind of back hander SF is getting from companies with 'paid solutions' to stop developing what should be a native feature?
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Joshua Guarino - 16 days ago

I've been talking up report subscriptions internally since we implemented SF lightning. Scheduled KPI reports! Activity reports right to your email inbox! It sounded great. To find out about this 5 report per user restriction at this point is a painful blow and I hope the SF team realizes just how badly this is needed.

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Marcel Hobizal - 16 days ago

Vendors, this is really a basic feature that Salesforce should be providing.
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Anusha Surepeddi - 17 days ago

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Wafer Studios - 17 days ago

This is pretty obviously a problem for a large number of orgs (we were one of them). We realize this isn't the ideal solution but, for many, toggling back to classic schedules may be a workaround. Shameless plug, if you need help identifying your catalog of subscriptions, please feel free to use our 100% native app for 30 days (or longer, just reach out): https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6g000007zIMN or via the appexchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FAgN6UA

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Shift Admin - 17 days ago

@Dylan Thom >> The workaround as Stephanie Boggs points out is going back into Classic and scheduling reports there. But I am finding it increasingly harder to find sensible times in the scheduler. There will be several overnight slots, and then perhaps 1 or 2 slots offered across the entire day. Will see one at 6A and the next one at 4P.

Given this long, protracted, and really disappointing response by Salesforce to this very basic and reasonable request for > 5 subscriptions, could you at least add some bandwidth to the report scheduler to increase the number of workday timeslots? Seems like the least SFDC could do if they're going to force us back into Classic just to perform the most basic of administrativia. Please let us know. Thank you.

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Alan Pollak - 17 days ago

Very furstrating. If Salesforce keeps going this way, keeping Lightlning soooo slow with full of sensless limitations, you will be out of business in 10 years, gone with Blockbuster, Blackberry and Kodak. You are moving backwards instead of forward, the entire point of SAAS is to remove the hardware needs on the front end and you are taking us back to the 1990's forcing all the processing on the front end. Spend some more on RAM and stop throwing the buck back to your clients, we pay you well for it. No other SAAS provider does that.

Companies like HubSpot and others are going to swallow you alive and by the time you realize it, it will be too late. Please don't ignore the warning signs.

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Stephanie Boggs - 17 days ago

Workaround - as an admin, I switch back to Classic (switching back is enabled for Admins only still) and schedule it there for the user.
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Anne Larsen - 17 days ago

Since it appears as though the limit isn't going up anytime soon, what about a better way to manage and monitor the report subscriptions around all users? In my org I will log in as a different user (typically the requester or audience) to subscribe to the report, i would love to be able to see all reports that have a subscription with details (who gets and frequency).

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Wesley Urquhart - 17 days ago

Great. One year later we learn the solution didn't work out. And the new solution will be one that costs extra and is associated with other applications needed for purchase.

Can we just remove the push for lightning? Honestly, it is baffling.

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Joe Schueller - 17 days ago

Thanks for the update, Dylan. I wish you had better news (and I'm sure you do too!). It's super important for us to be able to scale out report delivery in order to drive adoption.
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