Scheduling a Report or Document to be Sent to the History List

A History List is a folder where you can store reports and documents. You can send a report or document to the History List on a specific schedule. For more information on History List, see Viewing report and document results in your History List.

 

To send a report or document to the History List on a schedule:

  1. Select the report or document in the Shared Reports or My Reports folder.

  2. Do either of the following:

  1. Enter a name for the subscription in the Name field.

  2. From the Schedule drop-down list, select a schedule.

  3. By default, your user name is displayed in the To field. You can add recipients to the subscription using the To: button. This displays the Recipients Browser dialog box, where you can select users to add. Note: The ability to subscribe others is based upon your user role.

  4. If you want to run the subscription right away, select the Run subscription immediately check box.

  5. Expand the Advanced Options and select from among the following:

The new scheduled report will overwrite versions of itself - To ensure that newer versions of the report overwrite previous versions of the report in the recipients' History Lists, select the check box.

Do not deliver after - Click the calendar and select a date when the subscription will expire.

**These options are available if there are multiple recipients on the subscription.

**Allow recipients to change delivery settings: Allow the subscription member to change subscription delivery settings, such as the expiration date of the subscription. It also allows users to change their alert options such as the alert condition(s), formatting, and classification.

**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 - Select this check box to let the recipients unsubscribe from this scheduled delivery.

  1. If you want to have a delivery notification e-mail sent when the delivery is sent, select the Send notification to each recipient's e-mail address check box.

  2. Click OK to save and close the Subscribe to History List dialog box. The file will be delivered to the specified History List on the specified schedule.

Verify the subscription by clicking Subscriptions from the Auto Delivery menu. The report appears in the History List subscriptions list.

 

Prompted Reports and Documents

If you subscribe from an executed report or document, and it has prompts, the prompt selections from the executed report or document will be the default selections for the report or document sent to the recipient. If you subscribe from a report folder, the Subscription page also displays the prompt selections page for the report or document. You can change the prompt selections here. These will be the prompt selections for the report or document sent to the recipient.

 

Alerts

To add alerts to the subscription, select the Alert check box. For more information about adding alerts, see: Adding Alerts to Report Subscriptions.

 

 

 

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