Subscribe to a Report

Subscribe yourself and other users to receive refreshed report results by email on a schedule that you set.

  1. From an existing report, click , Subscription and then Create. The Subscription dialog box displays.

  2. Complete the available fields as follows:

    • Email Subject: Type a subject for your subscription. The default is the report name.

    • File Format: Select one of the following file formats for the subscription:

      • Comma Separated Value (CSV): Available for tables only

      • Excel: Available for tables only

      • Image: Available for charts and graphs only

      • Portable Document Format (PDF)

    • Schedule: Select one of the following to schedule when to send the report:

      • Once: In the On field, select the send date and in the At field, select the time and click OK. After the report is run, the subscription will be deleted.

      • Daily: In the Interval field, select one of the following:

        • Once Per Day and in the At field, select the time and click OK.

        • Every 12 Hours and in the From and To fields, select the times and click OK.

      • Weekly: Select one of the following to schedule when to send the report:

        • Once Per Day: In the At field, select the send time and click OK. In the Days of Week field, select the day(s) of the week.

        • Every 12 Hours: In the From and To fields, select the times and click OK. In the Days of Week field, select the day(s) of the week.

      • Monthly: Select one of the following to schedule when to send the report:

        • Day of every month: Select a specific date of the month.

        • Select First, Second, Third, Fourth, or Last and select a day and time.

    • Send even if no records are found: Select this option to receive the report as an email attachment even if no records are found.

    • Include in the body of the email: Select this option to embed the table in an email. If the table exceeds 100 rows, it will not be embedded. It will be sent as an email attachment. Available for tables only.

    • Include an email attachment: Select this option to receive the report as an email attachment.

    • Type User Name, Email List or Email (outside your organization): Do one of the following:

      • Type and/or select the Analytics email recipient from the available list.

      • Type the email address for the email recipient(s) outside of Analytics.

  3. Click Save.