Subscribing to & Scheduling Reports

If you open the same report every morning, stop — subscribe to it and let REDA email it to you on a schedule instead. Subscribing is standard Salesforce, so this guide keeps the mechanics short and points you to the official documentation for the dialog. What it spends its time on is a distinction that generates real support tickets: a report subscription just delivers a report, while a REDA scheduled job actually processes your business data — bills rent, tops up calendar slots. They are unrelated, and confusing the two sends people looking in the wrong place when something doesn't run. This article is about subscriptions; it makes the fork to scheduled jobs explicit so you always know which one you're dealing with.

Two different "schedules" in REDA

Two things in REDA run "on a schedule," and they do completely different jobs:

This article is about the left column. Keep the right column in mind, because the two get confused constantly — the rest of the page returns to that fork.

Subscribe to a report

To have a report delivered automatically:

Subscribe to a dashboard

Dashboards work the same way. From the Dashboards tab, open the dashboard and click Subscribe; the subscription refreshes the dashboard and emails a snapshot on the schedule you set. See REDA Dashboards for the dashboards you might subscribe to.

Worked example: Monday's move-outs

Meridian's leasing coordinator wants the week's move-outs in their inbox every Monday morning: open the packaged Move Out Tickets - Current FQ report (a REDA leasing report — see Prebuilt REDA Reports), click Subscribe, set Weekly / Monday / 07:00, add the leasing team as recipients, and save. Every Monday the report arrives already run.

Now the contrast that matters: when Meridian's controller says "rent didn't post to the ledgers last night," that is not a subscription. That's the payment-schedule posting job, and it's configured in the REDA Admin Console — see the next section.

"But my invoices aren't running" — that's a job, not a subscription

A report subscription never processes business data. If rent didn't bill, invoices didn't generate, or booking slots didn't appear, that's a REDA scheduled job, not a report — and it lives somewhere else entirely: the REDA Admin Console → Scheduled Jobs, which only an administrator with the REDA - Master Data - Admin permission set can reach.

Worth knowing: only two REDA jobs run automatically in a fresh reference org — a nightly payment-schedule posting job and a calendar-slot exception top-up job. Every other REDA batch process — recurring billing, late fees, inspections, occupancy snapshots — must be scheduled per org from the Admin Console's job catalog before it will run. So "my invoices didn't generate" is almost always a job that was never scheduled, not a subscription that failed.

Where to go next

1. Prebuilt REDA Reports — the packaged reports you'll subscribe to.
2. REDA Dashboards — subscribe to a dashboard snapshot.
3. Scheduling Background Jobs — the other schedule: REDA's data-processing jobs (administrators only).
4. Building Your Own Reports — build a report before you subscribe to it.

Frequently asked questions