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Overview
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Admin can allow Users to set a scheduling task for their generated report updates to be emailed to selected recipients. Report Subscriptions provide Users with access to the Report Generator to set reporting scheduling tasks for their own generated reports. |
Whether you have access to Report Subscriptions depend on permissions set by Admin for your Role. Subscription is available only for generated reports based on original reports set as subscribable.
Step-by-step guide
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If you have access to Report Subscription, you can add subscriptions for your generated reports that are set as subscribable.
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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 displayed. |
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- Login to your website and click Dashboard.
- On your 'Dashboard', scroll down to the 'My Pages' section and click Report Subscription.
In the 'Report Subscription' list, you can scroll down the list of reports available or search for it. Note - Tick 'Show Inactive Reports' and click Search to display inactive reports as well.
Info You can only subscribe to generated reports based on original reports that have been enabled for subscription. If the list is empty, there are no reports you can subscribe to. (See your website Administrator for assistance.)
- Click Subscribe for the report. The Manage Subscriptions panel for the report is displayed. Any current subscriptions will be displayed.
- To create a new subscription, click the New Subscription button.
- 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 each email address.
- In the Start Date and End Date fields, enter the beginning and end dates for the subscription period.
- In Frequency, select how often an updated report will be run and emailed: 'Daily', 'Weekly' or 'Monthly'.
- The Active checkbox lets you pause/continue a subscription. It is ticked by default when a subscription is created. If you do not want the subscription to run after creating it, untick Active. You can tick it any time after the subscription has been created.
To save the subscription, click Add. If the subscription is active, recipients will be sent an email with the report attached based on the start date/end date and frequency.
Tip
title Test report subscription email You can test that your report subscription has been set up correctly by entering your email address as 'Recipient Email Address' and setting the date to today and time to a few minutes into the future. Check that you receive an email with the report. The Subject line displays the text Admin entered for 'Email Subject' when the report was created.
If you do not receive the email:
- check your Junk Email folder
- check you have entered your email address correctly
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View/edit a current subscription
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