Create a Subscription

Subscriptions allow you to automatically send reports at specified intervals to yourself or to other users via email. You can configure subscriptions for a single module, or for an entire dashboard (which includes all modules on the dashboard). Not all modules support subscriptions. System administrators can edit or delete other user's subscriptions on the Subscription Management page (Sharing and SubscriptionsDashboard Subscriptions). Any recipient of a report can unsubscribe from the report by clicking the Unsubscribe link in the report email. This link will open a confirmation page in inView where you can confirm your decision by pressing the Unsubscribe icon.

Create Dashboard Subscriptions

Legacy Dashboards

  1. Open a Legacy dashboard in the Dashboards (Legacy) side-menu.
  2. Click the Expand icon (indicated by a downward-pointing angle bracket) on the KPI Bar to display the master filter.
  3. Click Subscribe.
  4. Follow the steps in the Create Module Subscriptions from the Toolbar task to configure the subscription options, schedule, and recipients.
  5. Click Apply.

Responsive Dashboards

  1. Open the dashboards window by clicking Dashboards in the side-menu.
  2. Click to highlight a dashboard; action options will appear above the list. Do not click the name of the dashboard, as that will open the dashboard.
  3. Click Subscribe in the action options.
  4. Complete the subscription settings to determine email frequency, recipients, and so forth.
  5. Click Save.

Create Module Subscriptions from Module

  1. Click the Actions icon (indicated by an ellipsis) in the upper right corner of a module on the dashboard.
  2. Select Copy toSubscription. This makes a copy of the module, and the subscription is based on the copy.

    If the original module is changed in the future, it will not affect the subscription.

  3. Follow the steps in the Create Module Subscriptions from the Side-Menu task to configure the subscription options, schedule, and recipients.

Create Module Subscriptions from the Side-Menu

  1. Click Widgets Module Subscriptions in the side-menu to slide out the Module Subscriptions pane.
  2. Click the Add icon (indicated by a plus sign).
  3. Select the module from the drop-down list of modules that support subscriptions.
  4. Click OK.
  5. In the settings window, configure the module options. These will vary depending on the module.
  6. Click anywhere on the screen except the settings window to close it.
  7. Click the calendar icon in the upper right corner of the module to open the schedule window.
  8. In the Export Type section, select the format for the report from these three options:
  9. In the Repeat Options section, type a numeric value in the text box and select a value of mins or hrs from the drop-down. If you set repeat options, the report will be generated and delivered multiple times per day at the interval you specify.
  10. In the Recipients section, select the Send to Me checkbox if you would like subscriptions sent to yourself. To instead (or also) send the report to others, type one or more email addresses in the large text box. You can add them individually by clicking the Add icon (indicated by a plus sign in a blue circle) after each, or type multiple, comma-separated addresses and then add them all at once.
  11. Click the Save icon (indicated by a green checkmark).