Editing Subscriptions with Multiple Recipients

Once you subscribe to a report or document, you can edit the settings for the subscription on the My Subscriptions page. For example, you can change the subscription's schedule, expiration date, or the file format in which it is delivered. If you create a subscription with multiple recipients, you can specify different subscription settings for each recipient and allow recipients to manage their own subscriptions.

Note: The ability to edit the subscription settings of others is based upon your user role.

Settings for an individual recipient overwrite settings at the subscription level. For example, if you create a subscription to send multiple recipients a report via e-mail, you can specify that one member of the subscription receive the information as a link to the History List. The report is delivered as a link to the specified subscription member and sent as an e-mail for all other recipients.

You can determine whether or not recipients are allowed to change their own subscription settings. For example, you can allow subscription members to unsubscribe from a report. A subscription member removes himself from the subscription, while all the other recipients continue to receive the report.

You can specify the following options:

Allow recipients to change delivery settings: Allow the subscription member to change subscription delivery settings, such as the expiration date of the subscription.

Allow recipients to change personalization: Allow the subscription member to view and change personalization settings, such as prompt answers for the report or document.

Allow recipients to unsubscribe: Allow the subscription member to unsubscribe from the report or document.

The following steps describe how to edit a subscription's settings. For detailed information on each subscription setting, including options to allow subscription members to edit their own subscriptions, see the topic for the subscription type that you want to edit, listed in the procedure below.

To edit a subscription:  

  1. From the Auto Delivery menu, click Subscriptions. The My Subscriptions page opens and displays a list of your subscriptions.

    To edit settings for an individual subscription, expand Multiple under the Recipient column. Each subscription member is displayed as a row in the list.

  2. To unsubscribe a report or document, select the check box in the Unsubscribe column and then click Unsubscribe.

  3. To edit settings for a subscription, click the Edit icon for the subscription. The Subscription page for that subscription opens.

  4. From the My Subscriptions page, select the options that you want to specify. Different options are available based on the type of the subscription. The following topics list the options that can be specified for each subscription type:

    Scheduling a report or document to be sent to your History List folder

    Scheduling a report or document to be e-mailed

  5. Click OK to save the changes.

Related Topics

Managing subscriptions and scheduled deliveries

Subscribing to reports and documents

 

 

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