Report Design: Data Driven Subscriptions

Data driven subscriptions can add an additional level of scheduling nuance, so reports can be sent (or not) based on data entry or a change in people’s status, for example. Click ‘New Data-driven Subscription’ to begin.

Overlords and Admins can view these options, but cannot edit them.

When creating/editing a data driven subscription, the difference is the Data Driven Options section, in which you enter a SQL script to generate a number of records. A report will be generated and sent for each record returned from the query. Essentially, you can add some custom SQL to assess whatever you’re looking for (how many statuses have changed, how many people or surveys exist in a given parameter, etc), and one of the following results is possible:

  • If it generates no records, nothing is sent.
  • If it generates 1 row, 1 message is sent.
  • If it generates 358 records, 358 messages will be sent.

You can also use fields from the subscription data set to populate email fields or to be used as parameters. To do so, surround the field with square brackets, ex. [Fieldname].

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Version(s): GideonSoft 2020 Release 2 and later