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Step-by-step

Create a new report subscription 

1. Login to your website and click Dashboard.
   
   
2. In your 'Dashboard', scroll down to the 'My Pages' section and click Report Subscription. 
   
   
   

3. In the 'Report Subscription' list, you can scroll down the list of reports to find a report or search for it. 
   

   Info
   You can only subscribe to a report that is active and allows subscription.

   
   
   

4. Click Subscribe for the report. The Manage Subscriptions screen for the report is displayed. Any current subscriptions will be displayed. 
   
   
   
5. To create a new subscription, click the New Subscription button.
   
   
   
6. In Recipient Email Address, enter one or more recipient email addresses for this subscription. If there are more than one recipient, use a semi-colon ';' to separate email addresses. 
   
   
7. In the Start Date and End Date fields, enter the beginning and end dates for the subscription period.
   
   
8. In Frequency, select how often an updated report will be run and emailed: 'Daily', 'Weekly' or 'Monthly'.
    
9. The Active checkbox tells you if the subscription schedule is currently running. It is ticked by default when a subscription is created. If you do not want the subscription schedule to run at this time, untick it. You can always tick it later on.   
   
   

10. Click Add to save the subscription. Recipients will receive emails with the report attached as specified by the start date/end date and frequency.
    
    

    Tip
    title Report subscription email
    You can test that your report subscription by entering your email address as 'Recipient Email Address' and setting the date to today and time to a few minutes into the future. The default email message. An email with the report will be sent in accordance with the schedule. The Subject line displays the text entered for 'Email Subject' by the Admin user when the report was created.    Image Added If you do not receive an the email: check your Junk Email folder

    
    

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The log provides details of each email sent event. Note - In 'Status', 'Successful' refers to a successful email sending event by the system. It does not indicate that receipt of the email by the recipient or the accuracy of the email address entered.  

View a report

In case you want to view a report for any reason, e.g., check it is the right one to subscribe to, click the View button next to the report. The system will automatically download the report to your device. (For report creation and generation, see related help at the end of this page.)

Delete a report

You can delete a report you generated through Report Generator. Only reports that have no current subscriptions can be deleted. 

To delete a report,

1. Click the Delete Report button. 
   
   
2. A popup message asks you to confirm you want to delete the report. Click Yes to complete the deletion or No to cancel it.  

Related help

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