The Subscriptions tab in your Staff Profile allows you to view and manage all active report subscriptions assigned to your Staff Code. From this tab, you can review scheduled report deliveries and unsubscribe from any reports you no longer wish to receive.
NOTE: You must have Enabled permissions to Special Permissions > My Staff Profile OR Enabled permissions Directories > Staff Profile. Make sure your email is added to your Staff Profile.
View Subscriptions
Your Staff Profile includes a Subscriptions tab that displays all active report subscriptions associated with your account.
Navigate to your Staff Profile and click the Subscriptions tab.
A multi-select grid will display listing all subscriptions currently active for your account.
The grid contains columns for:
Report Name – Displays the title of the report from Advanced Search.
Format – Displays the report format, CSV, PDF, or Excel.
Schedule – Displays how often the report is set to trigger.
Time – Displays the time when the report is set to trigger.
NOTE: Subscriptions from standard reports, outside of Advanced Search, will be hyperlinked in the Report Name column. Click the hyperlink to open the Report Details tab.
Unsubscribe from a Report
You can unsubscribe from one or more reports at a time using the Bulk Actions dropdown.
NOTE: Unsubscribing removes the subscription only for the staff member whose profile you are working in. All other staff members with the same subscription will continue to receive the report.
Navigate to the desired Staff Profile.
Click the Subscriptions tab.
Use the checkboxes to select one or more rows in the Subscriptions grid.
Click the Bulk Actions menu and select the Unsubscribe option.
A confirmation message will display when the selected subscription(s) have been removed.
NOTE: Unsubscribed reports will no longer send scheduled email deliveries to your account. This action applies only to the staff member whose profile is currently open.
Subscriptions and Report Deletion
If a report is deleted from the system, all subscriptions associated with that report will be deleted automatically for all staff members. No further action is required.