Subscription

Welcome to subscription! This feature lets you subscribe to existing reports and customize them to fit your needs.

What You Can Do in the Subscriptions Menu

• Subscribe to a Report Choose a report you want to receive regularly.

• Customize Your Report Adjust the filters to select what you want the report to include.

• Name Your Subscription Give your subscription a name so you can easily identify it.

• Set the Delivery Time Choose when you would like to receive the report.

• Select the Format Reports are currently sent via email.

Subscription Overview

Once you have subscriptions, you can quickly view them in the table with key information about each subscription.

You can update the subscription by clicking on the name of the subscription. For guidance, follow through the How to Add Subscriptions section.

You can add suspend or delete subscriptions by clicking the trash bin icon in the action column.

How to Add Subscriptions

1. Select the + SUBCRIPTION button

2. Browse through the Reports and select the desired subscription

3. Name the subscription

4. Select a post time from the drop down

5. Select the frequency you would like to send the subscription

   1. If you chose Weekly select the Day of the week. If you chose monthly select the day of the month.

6. (Optional) Select the portfolios to receive the subscription

   1. (Optional) Select the specific sites to receive the subscription.

   2. (Optional) Select the specific equipment to receive the subscription.

   3. (Optional) Select the specific system to receive the subscription.

   4. (Optional) Select the specific issues to receive the subscription.

7. Select Save

Quick Tips

• Select Report: Pick the report you want to subscribe to.

• Adjust Filters: Customize the report content with filters.

• Name and Schedule: Give your subscription a name and set when you want to receive it.

• Email Format: Reports are sent via email.