Excerpt |
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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. |
Note |
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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 |
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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 | |
b. Or from the landing page or Dashboard, select Report Subscription | ||
3. | The system will display a list of Available Reports | |
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. | |
5. | To view or change the settings of a report, click Subscribe | |
6. | If there are no subscriptions, the system will prompt you to add a +New Subscription | |
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. |
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. |