(filter) funnel and use the options to select
Filters. Options vary based on your location
and permissions in the system.A permissioned user may create Subscriptions for Custom View settings.
To create a View, begin at Step 1, if the View exists, access the view then begin at Step 5.
1. Select and open a Dashboard screen.
2. Click on the (filter) funnel and use the options to select
Filters. Options vary based on your location
and permissions in the system.
3. Click the View button (top of screen) to
create Custom View with selected Filter options. Refer to 5.25 for details.
4. Once a custom view is Saved, the dashboard
refreshes to display the selections.
5. Click the Subscribe button (top of
screen) to initiate the Create Subscriptions feature.
6. Provide all details in the Subscription dialog
box.
a.
Remember: when populating the Message field, include
specific information to allow subscribed users to
understand the content of the subscription.
7. Click the Subscribe button (bottom of
dialog box) to complete the process.
8. An onscreen message displays when the process
completes.
9. The system sends subscribed Users an email that
includes “the View” in the Format (Image, PDF, Image and PDF) that was selected
for the subscription.
a.
Image: a static image of the View displays in body
of the email.
b.
PDF: a PDF that contains a static image of the
View is attached to the email.
c.
Image
and PDF: a
static image of the View displays in body of the email and a PDF that contains
a static image of the View is attached to the email.
10. When the View in the Subscription contains selected data, a second email is sent to subscribed Users with an Excel file attached that contains the data on tabs.
Figure 47: Onscreen Message Displays
Related Topics
Subscribe (button)
Include Data in a Subscription