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| Excerpt |
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The Report Subscription feature lets you subscribe allows you to create and manage subscriptions to reports you have access to. Used Use it with the Report Generator , you can to customise how a report to your needs displays and then use Report Subscription to schedule it to be automatically updated and emailed to select users on a daily, weekly or monthly basis. You can also edit, view and cancel subscriptions here, and keep track of reports sent via the subscription log. |
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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. |
Step-by-step
Create a new report subscription
- Login to your website and click Dashboard.
- In your 'Dashboard', scroll down to the 'My Pages' section and click Report Subscription.
- In the 'Report Subscription' list, you can sroll scroll down the list of reports to find a report or search for it.
- Click Subscribe for the report. The Manage Subscriptions screen 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 the user's email address this subscription is forone or more recipient email addresses for this subscription. If there are more than one recipient, use a semi-colon ';' to separate email addresses.
- In the Start Date and End Date fields, enter the beginning and end dates for the subscription period.
- In Frequency, select how often the an updated report will be run and emailed: 'Daily', 'Weekly' or 'Monthly'.
- 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.
- Click Add to save the subscription.
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