Managing report subscriptions

You can schedule a report to be regularly delivered to a user or a group of users. Currently, only OLAP and SQL reports can be scheduled for delivery. To schedule a report for delivery right click on a report and select "Subscriptions". A report can have multiple subscriptions tied to it.

A subscription can be setup by a user that is allowed to edit the report. However, an administrator can allow viewers to subscribe to reports (Admin> Settings > Subscriptions > Allow report viewers to subscribe). This kind of subscription can only deliver the report to the viewer herself.

Private ("My Reports") reports can only be delivered to the owner.

Each subscriber will see only his or her data. Each report delivered to the user runs within the user security context (Windows User and Password) of the subscriber.

The general tab provides the following options:






Adding users and roles




Setting filters

Sometimes a report filter has to be parameterized based on user or role. To do this the User filter filter needs to be set for the report and the user or role.

  1. The User Filter value needs to be defined for the site.
  2. The User Filter value needs to be set for a user or a role.
  3. The User Filter value needs to be set for the report.





Private Schedule

A "Private Schedule" can be selected for a subscription only if private schedules are allowed by an administrator. (Admin> Settings > Subscriptions > Allow private schedules)

The following schedule types are supported:






Logging of report delivery

The History lets you see the status of the report delivered to subscribers. You can see the time, user name and status.