Report subscriptions give you the ability to have certain reports sent to your email address at specified intervals on which you require them.
- Click Measure.
- Click Subscriptions.
- Click on the Add subscription button:
- Select a report category, e.g. Event Reports
- Click on the specific report. e.g. Summary Event Report.
- Follow the steps in the reporting wizard to make the required selections for the report.
- Complete the subscription fields on the last tab:
- Frequency - choose how often the report will be received. You can select daily, weekly, or monthly. Specifying daily allows you to specify at which time of the day you would like to receive the report; with weekly you can choose on which day of the week you would like to receive it and monthly allows you to select the day of the month from 1-10. These reports usually contain the information for month-end reports and will thus contain the information for the previous month to be received in the first week of the new month (therefore the option of 1-10).
- Report format - select whether the report should be emailed in CSV, PDF or Excel format.
- Report description - enter a description, which will be displayed in the subscriptions list.
- Email subject - enter a descriptive subject that will be seen in the receiver's email inbox.
- Email Recipients - click on Select recipients and choose the required recipients from the list. Remember that you can add new recipients by clicking the "click here to add" link. Note: You will need to add yourself as a recipient if you would like to receive the email reports as well.
- Click Save.
See below for an illustration: