Subscription

Welcome to subscription! This feature lets you subscribe to existing reports and customize them to fit your needs.

Subscribe to a Report Choose a report you want to receive regularly.
Customize Your Report Adjust the filters to select what you want the report to include.
Name Your Subscription Give your subscription a name so you can easily identify it.
Set the Delivery Time Choose when you would like to receive the report.
Select the Format Reports are currently sent via email.

Subscription Overview

Once you have subscriptions, you can quickly view them in the table with key information about each subscription.

You can update the subscription by selecting the Update Subscription button. For guidance follow through the How to Add Subscriptions section.

You can add suspend or delete subscriptions by clicking the drop down arrow to the right of the Update Subscription button.

Select the +ADD SUBCRIPTION button
Browse through the Reports and select the desired subscription
Name the subscription and give it an abbreviation (Abbr)
(Optional) Add a subject
(Optional) Select a post time from the drop down
Select the frequency you would like to send the subscription
1. If you chose Weekly select the Day of the week. If you chose monthly select the day of the month.
As of now, the only format option is Email/Text.
(Optional) Select the portfolios to receive the subscription
1. (Optional) Select the specific sites to receive the subscription.
2. (Optional) Select the specific equipment to receive the subscription.
3. (Optional) Select the specific system to receive the subscription.
4. (Optional) Select the specific issues to receive the subscription.
Select if the subscription should be active or inactive.
Select Save

Select Report: Pick the report you want to subscribe to.
Adjust Filters: Customize the report content with filters.
Name and Schedule: Give your subscription a name and set when you want to receive it.
Email Format: Reports are sent via email.

Last updated 21 days ago

What You Can Do in the Subscriptions Menu

Subscribe to a Report Choose a report you want to receive regularly.

Customize Your Report Adjust the filters to select what you want the report to include.

Name Your Subscription Give your subscription a name so you can easily identify it.

Set the Delivery Time Choose when you would like to receive the report.

Select the Format Reports are currently sent via email.

Subscription Overview

Once you have subscriptions, you can quickly view them in the table with key information about each subscription.

You can update the subscription by selecting the Update Subscription button. For guidance follow through the How to Add Subscriptions section.

You can add suspend or delete subscriptions by clicking the drop down arrow to the right of the Update Subscription button.

How to Add Subscriptions

Select the +ADD SUBCRIPTION button

Browse through the Reports and select the desired subscription

Name the subscription and give it an abbreviation (Abbr)

(Optional) Add a subject

(Optional) Select a post time from the drop down

Select the frequency you would like to send the subscription

If you chose Weekly select the Day of the week. If you chose monthly select the day of the month.

As of now, the only format option is Email/Text.

(Optional) Select the portfolios to receive the subscription

Select if the subscription should be active or inactive.

Select Save