Subscriptions Page

1

Add

Opens the Add Email Subscription record where users can schedule reports to be sent automatically to the designated email addresses.

2

Search

Searches the table for a specific report subscription using the entered text.

3

Table Views

Opens the table view menu where users can save or edit the current table view.

4

Filter

Opens the Filter Columns window where users can create and apply filters to the table.

5

Columns

Opens the Columns window where users can select the checkboxes for columns to show in the table or clear checkboxes for columns to hide.

6

More Actions

Opens additional table options:

• Row Height - Adjusts the height of the rows, allowing users to choose whether they want to see more or less space between the rows. Options include small, medium, and large.

• Export to Excel - Exports the table as a .CSV file and downloads the spreadsheet to the user's device.

• Refresh Data - Reloads the table to show the most up-to-date information.

7

Report Subscription Management Table

Displays all report subscriptions, including active and inactive subscriptions.

Select

Selecting one or more reports enables bulk edit and send options, allowing users to edit or send configured report subscriptions.

Send Now: Sends the selected report subscriptions.

Completing this action will not affect the next scheduled time set for the report subscription.

Edit Selected: Opens the bulk edit menu where users can choose from the following options:

• Activate - updates the status of selected subscriptions to active. Subscriptions will begin sending at the scheduled occurrence.

• Deactivate - updates the status of the selected subscriptions to inactive. Subscriptions will not be sent while a subscription is inactivated.

• Delete - deletes the selected subscriptions.

  • This action cannot be undone.

Subscription Name

Name assigned to the subscription.

Status

Indicates whether the subscription is active or inactive. Inactive subscriptions will not be sent at the schedule set on the report subscription record.

Report

Displays the name of the report generated by the subscription.

Recipients

Displays the email addresses to which the report is sent.

Subject

Displays the text that appears in the Subject line of the email that contains the generated report.

Last Sent

Date and time when the report was last generated and sent to recipients.

Next Scheduled

Future date and time when the report will be generated and sent to recipients.

Report View

Displays the name of the report view selected for the report when the subscription was created.

Report Type

Indicates the type of report. Possible entries include: My Report, CFR Report, CFR Package.

Created By

Displays the user who created the subscription.

Created On

Date and time when the subscription was created.

Modified By

Displays the user who last edited the subscription.

Modified On

Displays the date and time when the subscription was last edited.

More Actions

Opens an additional actions menu which allows the user to perform the following actions:

• Edit - Opens the Edit Subscription Record where details about the subscription can be updated.

• Delete - Deletes the subscription and removes it from the table.

• Deactivate / Activate - Changes the activation status of the subscription.

• Clone - Makes a copy of the subscription that can be edited as needed.