A report can be emailed to you on a set schedule using the Subscribe option. Subscriptions for legacy "Report" types can only be created for one email. 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 > Reports to create subscriptions. To access a specific report, ensure there are no restrictions for a particular Report Category (refer to Assigning Other Permissions).
To create a report subscription:
Select the desired report from the Report Library to display the Report Details tab.
Use the filters above the report and sorting within the columns to adjust the report for your specific view.
Click the Apply button to save your filter changes and generate the report.
Click the Subscribe button on the top right, above the report filters.
Enter the following details in the Report Subscription window:
Format – Use the dropdown to select the format in which the report should be sent (CSV or PDF).
• Enter the email address of the report recipient. Email is required and only one address can be listed.
Include – Select the checkboxes to include changes made to the report Filters and/or Sort.
Schedule – Use the dropdown to select how often the report should be run/sent (Monthly or Weekly). This field and the corresponding dropdown are required.
• When Monthly is selected, use the second dropdown to select a single date of the month for the report to be sent. The report will be sent on the set day of the month at the set time.
• When Weekly is selected, use the second dropdown to select one or more days of the week for the report to be sent. The report will be sent on the set day(s) at the set time.
Time – Enter the time you wish Neos to send the report subscription. You can also click the clock icon to select a time (in 30-minute increments).
6. Click the Execute button to schedule the report subscription. A success banner will display.
7. A PDF or CSV of the report will be sent as a link to the recipient's email. The link is valid for up to 5 days.
Modify Subscription
The scheduled subscription for a report can be modified by clicking the Subscribe button again to adjust the desired fields.
Click the Update button to save your changes. Click the Cancel button to abort your changes.
Remove Subscription
Click the Remove subscription button to cancel the scheduled subscription for this report.
Subscriptions can also be removed individually or in bulk from the Subscriptions tab within your Staff Profile. Refer to the Subscriptions Tab for more details.