Maintaining subscriptions — Reporting services integration
Menu path
Modules ? System ? Setup ? Reporting services integration ? Subscriptions
Introduction
On the Reporting services integration: Subscriptions page, you can modify and delete existing subscriptions.
You can maintain a subscription by selecting the hyperlink of one of the subscriptions, and then click Save after you have made the changes, or Delete to unsubscribe the subscription.
It is also possible to delete multiple subscriptions in bulk. On the Reporting
services integration: Subscriptions page, select the check boxes next to the required subscriptions, and then click Delete.
Note:
- You are not able to create subscriptions on this page. For more information on creating subscriptions, see Viewing reports - Reporting services integration.
- When viewing a report, you can click the Unsubscribe button to display the Reporting Services Integration: Subscriptions page. This alternative enables you to modify or delete a specific report which has been filtered based on the selected module, card, or item. For more information, see Viewing reports - Reporting
services integration.
Roles and rights
By default, users with the Administrator role can create and modify all subscriptions. Users with the Report Manager role can also create and modify all subscriptions. Other users can only create subscriptions on reports which they are allowed to access. For more information, see Linking roles to report groups and Linking roles to reports. Other users can also only modify their own subscriptions.
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I edit a subscription?
- On the Reporting services integration: Subscriptions page, define the criteria.
- Click the required subscription hyperlink in the Subscriptions column.
- Make the changes.
- Click Save, and then Close to exit.
Keep in mind: All fields marked with the “!” icon are mandatory.
How do I delete a subscription?
- On the Reporting Services Integration: Subscriptions page, define the criteria.
- Click the required subscription hyperlink in the Subscriptions column.
- Click Delete.
Buttons
Close
Click this to exit.
Save
Click this to save the changes made to a subscription.
Note: This is available only if you are modifying a subscription.
Delete
Click this to delete the subscription(s).
Fields
Criteria section
This section allows you to display the subscriptions based on the following criteria:
Report
Select a report from the respective list of report groups to display the subscriptions created for this report.
Schedule
Select a schedule on which to deliver the reports.
Creator
Select a person to display the subscriptions created by this person.
Note: By default, the Creator field is filled with the name of the user that is currently logged on.
The following fields are available only when you modify a subscription.
Schedule
Select the schedule for the subscription. This is mandatory. For more information about schedules, see Creating and modifying schedules.
To
Type the recipient's e-mail address for the subscription. This is mandatory. To define multiple e-mail addresses, separate them with a semicolon (;). The default address is the office e-mail address of the current user.
Subject
Type the subject for the subscription. This is mandatory. The default value is composited using the name of the report and report group.
Format
Select the format in which the report should be delivered via the subscription. You can select only one of the following options:
-
MHTML — Select this option to deliver the report in the body of the e-mail.
-
PDF — Select this option to deliver the report in PDF format attached to the e-mail.
-
Excel — Select this option to deliver the report in Microsoft Excel format attached to the e-mail.
-
Word — Select this option to deliver the report in Microsoft Word format attached to the e-mail.
Comment
Type additional comments which should be send in the body of the e-mail. HTML tags can also be used to format the comments.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
21.032.614 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
07-12-2016 |
Release: |
246 |
Attachment: |
|
Disclaimer |