Subscriptions

A subscription is a feature available for some reports in CLEARVIEW, that automatically generates the report at the scheduled time, on the days selected, and then emailed to you. The Subscriptions page lists all subscriptions to the report and lets you manage your subscriptions as well.

The Subscriptions page may be reached through:

  • The Subscribe action button next to a report.

    Only reports that can be subscribed to will have the Subscribe action button.

  • The Subscriptions tab in User Profile.

The subscriptions table displays the following information:

  • Report*: The name of the report subscribed to.

  • Email: The email address to which the subscribed reports will be sent.

    Click here to learn how to change your email address.

  • Report Type*: The name of the report subscribed to.

  • Store*: The store for which the subscription was created.

  • Report Period: The period for which the report is generated.

  • Run Frequency: How often the report will be generated and emailed to you.

  • Status: Whether the subscription is currently Active or has been disabled (Inactive).

  • Last Run: The last date and time Unless specified otherwise, the date and time will always show in the user's local time. at which the report was generated and emailed to you.

  • Next Run: The next scheduled run.

Clicking on the Report Period of a subscription will open the Update Subscription window in which you can view the details of the subscription.

TO VIEW THE DETAILS OF A SUBSCRIPTION:

  • METHOD 1 (through the report page):

    1. Click on the Subscribe action button above the report for which you want to view the subscription.

    2. In the Subscriptions window, click on the Report Period of the subscription that you want to view.

  • METHOD 2 (through the User Profile):

    1. Open the User Profile window.

    2. Click on the Subscriptions tab.

    3. Click on the Report Period of the subscription that you want to view.

TO CREATE A SUBSCRIPTION:

  • METHOD 1 (through the report page):

    1. Click on the Subscribe action button above the report for which you want to create the subscription.

    2. Click on the Create button in the Subscriptions window.

    3. In the Create Subscription window:

      1. Select the Report Parameters, that will be used to generate the subscription report, from the drop-down lists in the section.

      2. Select the time at which you want the report to be generated and emailed to you from the Run at drop-down lists.

      3. Select the Time zone at which you're located from the drop-down list.

      4. Select the date from which you want to start the subscription from the Effective drop-down calendar.

      5. Select how often you want the report generated and emailed to you from the Pattern drop-down list:

        • Daily: Select whether you want the subscription to run Every Weekday or enter how often you want it in Every __ day(s).

        • Weekly: Enter in the number of weeks between each report emailed to you in Recur every __ week(s) on and select the day(s) of the week on which you want to receive the report.

        • Monthly: Select whether you want the report emailed to you on a particular day or weekday, and enter the number of months interval between the reports.

      6. Click on the Create button.

  • METHOD 2 (through the User Profile):

    1. Open the User Profile window.

    2. Click on the Subscriptions tab.

    3. Click on the Create button.

    4. In the Create Subscription window:

      1. Select the Report that you want to subscribe to from the drop-down list.

      2. Select the Report Parameters, that will be used to generate the subscription report, from the drop-down lists in the section.

      3. Select the time at which you want the report to be generated and emailed to you from the Run at drop-down lists.

      4. Select the Time zone at which you're located from the drop-down list.

      5. Select the date from which you want to start the subscription from the Effective drop-down calendar.

      6. Select how often you want the report generated and emailed to you from the Pattern drop-down list:

        • Daily: Select whether you want the subscription to run Every Weekday or enter how often you want it in Every __ day(s).

        • Weekly: Enter in the number of weeks between each report emailed to you in Recur every __ week(s) on and select the day(s) of the week on which you want to receive the report.

        • Monthly: Select whether you want the report emailed to you on a particular day or weekday, and enter the number of months interval between the reports.

      7. Click on the Create button.

TO EDIT A SUBSCRIPTION:

  • METHOD 1 (through the report page):

    1. Click on the Subscribe action button above the report for which you want to edit the subscription.

    2. In the Subscriptions window, click on the Report Period of the subscription that you want to edit.

    3. In the Update Subscription window:

      1. Make changes to the subscription as desired (see create a subscription for details if required).

      2. Click on the Update button.

  • METHOD 2 (through the User Profile):

    1. Open the User Profile window.

    2. Click on the Subscriptions tab.

    3. Click on the Report Period of the subscription that you want to edit.

    4. In the Update Subscription window:

      1. Make changes to the subscription as desired (see create a subscription for details if required).

      2. Click on the Update button.

TO DELETE A SUBSCRIPTION:

If you want to temporarily stop a subscription, instead of deleting and later creating it once more, you can change the Status to Inactive by editing it, and then reactivate it when required by changing the Status to Active once again.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.