Edit a subscription

To edit a subscription:

  1. Click Analytics Settings on the Analytics Menu and then click Subscriptions. The Subscriptions page displays.

  2. Click the subscription's hyperlink. The Edit Subscription window displays.

  3. Complete the available fields as follows:

    • General Information:

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

      • File Format: Available for reports only. 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)

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

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

    • Scheduling Rules:

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

      • Once: In the On field, select the send date and in the At field, select the time and click OK. After the report/dashboard 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/dashboard:

        • 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/dashboard:

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

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

    • Delivery Method: Select one of the following to specify how the report/dashboard will be sent:

      • Send by mail: Send by email.

      • Upload via SFTP: SFTP (or Secure File Transfer Protocol) is an alternative to FTP that also allows you to transfer files, but adds a layer of security to the process.

    • Recipients Information:

      • Subscriber Owner:Do one of the following:

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

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

      • Run As: To run the report with owner or recipient permissions, select the user from the dropdown list and then select the permission.

  4. Click Save.