Subscription List

Learn how to view subscription list, add a subscription, edit subscription, delete subscription and view my subscription list.

Whenever a user subscribes to reports directly from any report, an entry will be made in the Subscription list. You can also add a new subscription from the subscription list. You can Edit or Delete the subscriptions as well.

To create and view subscription:

  1. Go to Reports > Subscription List.

The subscription list screen includes:

Columns

Description

Subscription Name

Indicates the subscription name.

Report Name

Indicates the report name

Recurrence Details

Indicates the details of the recurrence.

Created By

Indicates the subscription created by.

Created On

Indicates the subscription created date and time in DD/MM/YYY format.

  1. You can perform multiple actions from Subscriptions list.

The multiple actions are: Adding Subscription, Editing Subscription and Deleting Subscriptions.


Adding Subscription

You can subscribe to report by creating a subscription and specifying the subscription settings.

Adding subscription allows you to create a new subscription manually.

To add a subscription:

  1. Go to Reports > Subscription List.
  2. ClickAdd userto add a subscription.
  3. Select the report to which you want to subscribe for from the drop-down, and set the frequency of recurrence. You can define the recurrence pattern with the values. You can choose between daily, weekly or monthly. For each choice, you can fine-tune the recurrence (for weekly, you can choose the day of the week, for monthly, you can choose the day of the month.) If you wish to have a recurrence every few days, you must choose Daily and then set the required number of days. The same rule is valid for weeks and months.
  4. You can set the days for the recurrence, and also set every weekday to subscribe. You can also set the hours and minutes of the hour.
  5. Selecting the Range of Frequency helps you to set the Start Date, End Date and Frequency of occurrence.
  6. You can select the Recipients from the Recipients list (all VHQ Users) and select the Attachment format.
  7. Provide a Subscription name and click Add to apply the changes. The newly created subscription is listed in the Subscription List screen.

Editing Subscription

Once you subscribe to a report, you can edit the settings, specify different subscription settings for each recipient and allow them to manage subscriptions.

To edit a subscription:

  1. Go to Reports > Subscription List.
  2. Select the subscription to edit.
  3. Click Edit user.
  4. Edit values in the Edit Subscription screen and click Save.

Deleting Subscription

Deleting a subscription allows you to delete the existing subscription for a report. The users who have subscribed to the report will no longer be able to receive the reports.

To delete a subscription:

1. Select a subscription and click Delete role.

2. Click Yes to confirm and No to cancel the operation.


My Subscription

Go to Reports > Subscription List > My Subscriptions. This tab displays all the report subscriptions that you are subscribed to.

You can unsubscribe from a report from My Subscription tab. Select the checkbox corresponding to subscription, and click the Unsubscribe button.