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Admin can allow Users to set a scheduling task for their generated report updates to be emailed to selected recipients. |
Admin can enable Report Subscription to allow certain Users (Role-based) to schedule subscription tasks for their generated reports. During the subscription period, the report will automatically be rerun and emailed to added recipients on a daily, weekly or monthly basis. Recipients are added by email address and are therefore not limited to staff or website users. A subscription can be edited, viewed, paused or cancelled by the User. Subscriptions are trackable via the subscription log.
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Step-by-step guide for Admin
When configuring Report Subscriptions, you decide the following:
- which group(s) of Users (all or by Role) have access to Report Subscription. (Note - This additional functionality can be disabled but if used, permissions for Roles should be coordinated with those in Report Generator.)
1. Enable and configure Report Subscription
(Note - The Report Subscription feature may have been enabled and configured when Report Generator was set up.)
Report Subscription can be enabled globally (for all Users) or restricted to specific Roles using the Override feature. If a User has access to Report Subscription, when logged into the website, the Report Subscription item appears in the Dashboard menu.
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To enable Report Subscription:
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In the 'Scheduled Reporting Features Settings' screen, go to the Enable Report Subscription toggle.
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Since reports may contain confidential data, it is strongly suggested that Report Subscription configurations are tested in Stage before sending it to 'Live'. |
2. Configure Report Subscription widget options (optional)
The Report Subscription widget allows you to customise labels and text displayed in headings and fields in the Report Subscription screen on your website. To access the widget,
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Step-by-step guide for Users
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