Contents x
    Report Subscriptions
    • 31 Dec 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Report Subscriptions

    • Updated on 31 Dec 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Report Subscriptions automate the delivery of reports to specified recipients on a recurring schedule. Reports can be configured to run daily, weekly, or monthly, and are sent to recipients with valid email addresses, including system and non-system users.

    Subscriptions use predefined report views to determine the data included in each report. All saved subscriptions are accessible through the Report Subscriptions Management page, where users can view, filter, and manage existing subscriptions.

    Security

    Report Subscription Permissions are found in the permission tree as follows:

    • Reporting

      • Report Subscriptions

        • View Report Subscriptions

        • Edit Report Subscriptions

        • Create Report Subscriptions

        • Delete Report Subscriptions

    Within report subscriptions, user will only be permitted to create or view reports that they have access to.


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Email Subscription Record

    The Email Subscription record contains the settings for each report subscription. When creating a new report subscription, the window displays as ‘Add Email Subscription’ and when clicking into an existing email subscription, the record displays as ‘Edit Email Subscription’. The parameters are dependent on the Report and schedule selected.

    Subscriptions Page

    The Subscriptions page provides tools for managing report subscriptions. All saved subscriptions are listed on the Subscriptions page, displaying details such as status, name, report, and recipients. Users can filter the list to find specific subscriptions. This page also allows for the creation, viewing, and management of all report subscriptions.

    Create or Edit a Subscription

    Create a report subscription to deliver selected reports to specified recipients at a scheduled time and date. Learn more about creating report subscriptions.

    Edit the settings of a report subscription, such as recipients, schedule, and export type. Learn more about editing report subscriptions.

    Report Views

    A report view is a predefined set of parameters configured for a specific report. When creating a new report subscription, users must select the appropriate report view for the chosen report based on the data required by the recipients. Learn more about report views.

    Date Settings

    Date settings enable the selected report to have clearly defined date fields for its report parameters. Learn more about a subscription's date settings.

    Deactivating Users that Own Report Subscriptions

    When the owner of a report subscription is being deactivated, users can either change the owner of the report subscription or delete the subscription. Learn more about handling report subscriptions owned by inactive users.

    Report Subscription Statuses

    New report subscriptions default to an active status, but can be updated to inactive for new and existing subscriptions. Users can view the status of a subscription on the report subscription page and edit the status of a subscription on the email subscription window.

    Report Subscription Notifications

    After an active Report Subscription is saved, the report will be ran and emailed based on the selections made in the Subscription. This email will include details about the report along with an attached copy.

    Was this article helpful?
    What's Next