Configuring Subscriptions

New Schedule Page

The New Schedule page provides options to set the start and recurrence for the subscription.

Setting Subscription Schedule

1. On the Home page, click the View List link to view the list of standard reports.
2. Highlight a report then right-click or Control + Click to show the Report dropdown.
3. Click Subscribe.
4. Click the Create Schedule
5. Select the Start Date.
6. Select the Time Zone.
7. Select the Recurrence Type and any associated options.
8. Click the Parameters tab.

Parameters Page

The Parameters page provides the means to refine data and save filters for your reports. Filter options depend on the report selected. Not all filter options may be available for the selected report type.

Configuring Subscription Parameters

1. Select the filter options.
2. To create multiple filter versions, click Save Current Values.
3. Click the Output Options tab.

Output File Options Page

The Output options page displays when the creating a subscription for a tabular report. When subscribing to a dashboard report this page will not display.

Setting Output Options

1. Specify the File Name.
2. Provide a Description.
3. Select the Time Zone.
4. Optionally, select the Output Language.
5. Select the file Formats.

      Note: The Canvas Size is an option for the PNG file Format.

6. Click Save.
7. Enter a Name and Description for the subscription schedule.

Notifications Page

On the Notifications page, you can add email addresses and configure the email sent when the report runs.

Configuring Email Notifications

1. Enter an email address. Use commas to separate addresses.
2. Optionally provide the CC and BCC email addresses
3. Customize the Subject and Message as necessary.
4. Select the attachment option.
   1. Include an attachment to the email.
   2. Include the attachments as a ZIP file.
5. Click Save.

      Note:  A clock icon displays next to reports where you have a subscription.

You can click the View > Subscriptions dropdown in the navigation bar to access subscriptions.