Use this workflow to create reports and schedule them to email a user-defined recipient on a specific date and time at a set frequency.
If you arrived at the Report Subscription page by clicking Subscribe from the Report Generator screen, then the report you are subscribing to is the only one the system will display.
| STEPS | ACTIONS | NOTES |
|---|---|---|
| 1. | Login to the e-Commerce solution | Use your Single Sign-on address |
| 2. | You can access Report Subscription from the CMS by navigating to Reporting → Report Subscription |
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b. Or from the landing page or Dashboard, select Report Subscription |
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| 3. | The system will display a list of Available Reports |
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| 4. | If you are looking for a specific report, you can type the name or part name in the Report Name field and click Search. |
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| 5. | To view or change the settings of a report, click Subscribe |
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| 6. | If there are no subscriptions, the system will prompt you to add a +New Subscription |
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| 7. | Fill out the subscription form as follows: a. email address of the recipient. b. Start Date and time. c. End Date d. Frequency e. Active checkbox. | The Active checkbox is useful if the report recipient will be on holidays and want to reduce the number of emails sent in their absence.
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| 8. | Click Update to save the changes. | The system will send the report to the user at the specified email address on the date and time depicted at every frequency. |
| 9. | If you no longer need the subscription, click Delete. |
