Report subscriptions
Reports e-mailed to your team on a schedule.
Please reach out to your account manager to enable Advanced reporting for your company.
Overview
A report subscription e-mails a report to members of your company daily, weekly or monthly, with the CSV attached.
Before you begin
- Advanced reporting is enabled for your company.
How subscriptions work
Premium add-on Report subscriptions come with the Advanced reporting add-on.
Any report you can open can be sent by e-mail on a schedule, with the CSV attached and the headline numbers in the e-mail.
| Setting | Options |
|---|---|
| How often | Daily, weekly (choose the day) or monthly (choose the date) |
| When | Any hour, India time |
| Period covered | The report's own period, or since the last e-mail: yesterday, last 7 days or last month |
| Filters | Saved with the subscription |
| Recipients | Up to 20 active members of your company |
| Limit | Up to 50 subscriptions per company |
Create a subscription
- 1Open the report in Reports and set the period and filters.
- 2Click Schedule e-mail.
- 3Choose how often, the hour and the recipients, then save.
All subscriptions are listed under Scheduled e-mails, with Pause, Resume and Send now.
Who sees what
A subscription always runs with the permissions and warehouses of the person who created it, checked at every send. If that person loses access to the report or leaves the company, the subscription stops, so an e-mail never shows more than its creator could see.