Similar to Reports, you can now subscribe to saved Advanced Search Reports, which can be scheduled and emailed to multiple recipients, including Staff, Staff Groups, and type-in emails (per report). Subscriptions can be set to a particular day of the month or daily per week.
NOTE: You must have at least Enabled permissions to General > Advanced Search to subscribe to a saved search report.
To create an Advanced Search subscription:
Open Advanced Search from the Search icon on the navigation pane.
Use the Saved search field to select the saved search report you wish to create a subscription.
Click the three-dot menu and select the Subscribe option.
Enter the following details in the Subscribe Saved Search window.
Search to subscribe – The selected saved search will display by default. The down arrow can be used to select a different saved search in which to subscribe. Only one saved search report can be selected per subscription.
Format – Select the format in which the Advanced Search subscription should be sent (CSV, Excel, or PDF).
Emails – Use the dropdown to select the email address of the desired Staff. Multiple Staff emails can be selected. Use the + Groups button to choose one or more active Staff Groups. All Staff within the Staff Group will receive the subscription. Emails can also be manually typed in. Email is a required field.
Schedule – Select how often the report should be run/sent (Monthly or Weekly).
• When Weekly is selected, choose one or more days of the week for the subscription to be sent. The report will be sent on the set day(s) at the set time.
• When Monthly is selected, choose a single day of the month for the subscription to be sent. The report will be sent on the set day of the month at the set time.
Time – Enter the time you wish for Neos to send the subscription. You can also click the clock icon to select a time (in 30-minute increments).
5. Click the Execute button to schedule the Advanced Search subscription. A success banner will display.
6. A PDF, Excel, or CSV of the saved Advanced Search report will be sent as a link to the recipient's email. The link is valid for up to 5 days.
The scheduled subscription for an Advanced Search report can be modified by clicking the Subscribe button again to adjust desired fields.
NOTE: Only one subscription can be assigned to a single saved Advanced Search report (regardless of the staff who configured the subscription).
Click the Update button to save your changes. Click the Cancel button to abort your changes. Click the Remove Subscription button to end the scheduled subscription for this Advanced Search report.
Subscriptions can also be removed directly from a received subscription email.
Click the Unsubscribe from report link to open the subscribed report in Neos in a new browser tab. If you are not currently logged in to Neos, the login screen will display. A green success message will display, showing that you have been unsubscribed from this report.
NOTE: Your email must be associated with this report subscription to be unsubscribed using this link.
