Question
- How can I send myself a recurring report from BI?
- How can I subscribe to a report in BI?
Answer
Subscriptions vs Scheduling
This article covers the steps for creating Subscriptions for reports. Note: Subscriptions = sending reports to yourself only || Scheduling = sending reports to others (and yourself).
In order to set up a subscription (to send a report to yourself), you will want to follow the steps outlined below:
- Navigate to the report in BI and select it
- On the report view screen you will see a button to Subscribe
- After selecting Subscribe, you will want to click Add Subscription
- Fill out the Instance Name (ex: Weekly Report for Mitigation Team)
- Set the schedule settings (Time Zone, Start Date, Recurrence, etc). Please note that Start Time = military time.
- If you want to set an end date for your report recurrence, use the Recurrence = Custom Recurrence option which allows you to set an end date.
- Toggle over to the Delivery tab to adjust the email formatting, subject line, etc.
- Remember, that subscriptions will be for you only. Check out the scheduling reports article for more info on how to send the report to others.
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