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Managing report subscriptions

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Keep users up-to-date on relevant scheduled reports by managing report subscriptions.

Users without the required privileges do not receive scheduled reports.
  1. If App Studio is not in Preview mode, in the header, click Preview application.

  2. In the header of App Studio, select the portal in which you manage reports.

  3. In the left navigation pane, open the Report Browser by clicking Reports.

  4. Select the reports that you want to view:

    • To view your custom reports, click the My Reports tab.
    • To view all available reports, click the All reports tab.
  5. Hover over the report shortcut, and click Actions Schedule .

  6. In the Task Output Processing section, manage subscriptions:

    1. In the Output File Format list, select the report file format.

      Reports in the PDF format do not include charts.
    2. Optional:

      To allow other users to subscribe to the report, select the Enable authorized users to subscribe to task notifications check box.

    3. Select the Send notifications to the following users check box, click Add a row, and then enter the user Operator ID.

    4. Select the way to include the report in the notification e-mail.

      For example, attach the report output file to the e-mail by clicking Attach output to notification.

  7. Click Configure Notification Message. and complete the Email Parameters form.

  8. Save the changes by clicking Submit.

  • Scheduling reports

    Analyze how the data change over time by gathering the scheduled reports data. For example, you can schedule the report every week, and compare the data to analyze the differences.

  • Subscribing to reports

    Keep up-to-date with the system changes, and receive a copy of the scheduled report each time the report runs by subscribing to the report.

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