Enterprise Edition:Subscribe to a Report

Version 9.3 and higher
The subscription wizard helps you to create and edit subscriptions. This possibility to create a subscription is available for all open CoPlanner reports. You open the wizard with the button in the report ribbon.

The subscription wizard contains three areas:

• Type
• General
• Schedule

Type

The first step serves to create a new subscription or to configure one existing. In addition here you have the possibility to delete exiting subscriptions.

Error creating thumbnail: File missing

Enterprise Edition, Subscribe to a report

General

In this area you define the name of the subscription, the export format and the receiver. An e-mail address will be suggested, if it is recorded in the user administration. You have to separate additional e-mail addresses with a semi-colon.

Error creating thumbnail: File missing

Enterprise Edition, Subscribe to a report, second step

Schedule

Use this schedule to determine how often this report is delivered.

Error creating thumbnail: File missing

Enterprise Edition, Subscribe to a report, third step

Select options that determine when and how often a report runs. Frequency options are layered. The first set of options specifies a category of frequency (hourly, daily, weekly, and so on). The second set of options that appears is based on your initial selection. Select Daily to define a schedule that runs on the days you select at a specific hour and minute. You can specify days in the following ways: Every <day>, Every weekday, and Every <number> day. Choosing one approach voids the others, even if the other days appear to be selected.

Select Weekly to define a schedule that runs at weekly intervals at a specific hour and minute. The interval can be a complete week (for example, every two weeks), or days within a week.

Select Monthly to define a schedule that runs on a monthly basis. Within a month, you can choose a day based on a pattern (for example, the last Sunday of every month) or specific calendar dates (such as 1 and 15 to indicate the first and fifteenth day of every month). Using commas and hyphens, you can specify multiple days and ranges; for example, 1, 5, 7-12, 21.

Specify a start date that determines when the schedule takes effect and an end date that determines when the schedule expires. Schedules expire without notification. After the end date, they no longer run. Expired schedules are not deleted. Schedules can only be deleted manually. That way, if you choose to continue the schedule, you can extend the end date.