Subscribe to Report

Subscribe to Report

Email Subscriptions 

Introduction
Setting up an email subscription allows you to receive updates on the information that’s important to you, delivered straight to your inbox.

Subscribing

To subscribe to a dashboard, click Subscribe to a Report in the center of the toolbar at the top of the screen (1). A panel will open on the right side of your screen. Click Create a subscription (2).


 


In the next window, you can begin setting up your subscription. Work through the fields in the panel on the right, entering in a name for the subscription (3), if you’d like a copy of the dashboard included in the email (4), and when the subscription should begin and on what schedule it should be sent (5).




Scrolling down, you can expand the More Options menu (6) to set the subject line and body of the email (7). Then indicate which dashboard the subscription is for (8), if the email should contain a link to and a preview of the dashboard (9), and if any filters you’ve applied to the dashboard should be applied to the subscription (10). When you’re done, click Save (11).

Limitations   

  1. Users may only set up subscriptions for themselves – not for other users.
  2. Currently, subscriptions can only be set for the first dashboard within each category.
  3. A default end date of one year out will be set when you create the subscription. Either push the end date out further or set a reminder on your calendar to come back in a year and update the end date.

Updating Subscriptions

You can update your subscriptions at any time by clicking the same Email Subscription button we started with.

Updated December 2023

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