Subscribing to Reports

1. Create and save a custom report.
2. Open the report.
3. Click Create Subscription.

The Create Report Subscription window appears.

4. Select the schedule for running and delivering the report.
5. Select the other report options including a subject line, export format, and any message you want in the body of the e-mail.

6. Click Save.

Your subscription is created.

7. Click Close.

Report Scheduling Options

Select Schedule

Daily—Runs, exports, and sends the report every day at the selected Run Time.

Weekly—Select the check box for each day you want to receive the report.

Monthly—Select the Month(s) you want to receive the report. Then, select either a week and day, or a specific calendar date, of the month you want to receive the report.

Run Time—Select the time of day you want to run the report.

Report Email options

To

This is your e-mail address as set by your WorkCenter administrator. You cannot change this information.

Subject Line

You can add a custom subject line. This can be useful in conjunction with your e-mail client to send the reports to a specific e-mail folder.

File Attachment Format

Select the export format you want to receive the report in.

Message Text

Optional text that will appear in the body of the e-mail message.

Saves your settings and activates the subscription.

Cancels your settings and closes the Create Report Subscription window.