Subscription

You can choose to have a report automatically execute at a specified day and time. Your subscriptions are available in the Subscriptions area where they can be managed using the Action options (e.g., Unsubscribe, Change Frequency).

To create a subscription, follow these steps to save a view once the dashboard has been configured and filtered:

1. Click Watch, then Subscriptions from the dropdown, the Subscribe window opens.

   

2. Select what you want included (e.g., This View, Entire Workbook). Select the Don’t send if view is empty checkbox, if desired.

3. Select a Format (e.g., Image, PDF).

4. Enter a name for the subscription in the Subject field.

5. Enter an optional note in the Message field.

6. Select a time for the subscription to trigger in the Scheduled dropdown (e.g., Monday morning).

7. Click Subscribe.

   

Note: Click Manage Subscriptions to view and manage all your subscriptions.