Report Design 3: Scheduling and Subscriptions

You can schedule reports to be run on a schedule and sent to one or more individuals. Click the ‘+New Subscription’ button to begin.

Subscription Details

Name … Label for easy reference.

Active … Default is on. If off, the report will not send, but the settings will be retained.

Report Delivery Options

• Who do you want to receive this report? … Select one:
  • Specific email address(es) … Enter however many addresses needed; Separate emails by a semi-colon.
  • Users in Role(s) … Select one or more roles from the drop down list that appears.
• Email Subject (optional) and Email body (optional) … To customize if desired. In either field, you can reference the following items:
  • @ReportName
  • @ExecutionTime
  • @InstanceName
  • @ModuleName
  • @OrganizationName

Report Processing Options

These settings can override any settings in the report. Depending on how the report is configured, these settings may include parameters or target drop downs for Role or Status.

Scheduling Options

• Select Interval …
  • Daily … Select one or more day of the week.
  • Weekly … Select which day of the week and what time of day.
  • Monthly … Options include:
    • On week of month … Select week, and day, options from the drop downs.
    • On calendar day … Select choose day (1 to 28).
• Choose time … Select which hour of the day.
• Subscription Start … When to begin sending this report.
• Subscription End … When to stop sending; leave empty for continuous sends.
• Click Save.

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Version(s): GideonSoft 2020 Release 2 or later