One of my favorite new features from the Spring ’20 release was the ability to attach files to report subscriptions:
This new feature provided a much better way to receive report results and I was excited to share it with my users.
Tip: It is currently in beta and you should use “at your sole discretion, and make your purchase decisions only on the basis of generally available products and features.”
Setup was easy:
- From Setup, enter Reports in the Quick Find box, then select Reports and Dashboards Settings.
- Select Let users attach reports as files to report subscription emails in Lightning Experience.
- Click Save.
After I enabled the functionality it was met with enthusiasm by my users and we carried on quite happily for a few months. Until one day a user wailed that the option was no longer available!
I went into Settings and discovered “Let users attach reports as files to report subscription emails in Lightning Experience” was unticked.
I definitely have not changed anything…I even went so far as to check the Setup Audit Trail to make sure I hadn’t changed the setting by accident.
So what or who changed it? My company participated in the Spring ’20 closed beta; with the Summer ’20 release, even if you were already signed up, you needed to re-enable this feature.
So, if you had this feature switched on before, I urge you to go and update your settings to make sure it’s still available to your users!