Subscribe to a Custom Report

Follow the steps below to subscribe to a custom report:

1. Locate the report to which you want to subscribe in the custom reports table on the Reports dashboard.

2. Click the Action button, then click the “Subscribe” link.

   

    

3. The New subscription pop-up window appears.

   

    

4. Enter the email address to which you want the reports sent in the Email address field.

5. Click the down-arrow in the Frequency drop-down box to select how often you want the report emailed.

• If you select “Weekly” or “Every other week” you will see a second drop-down box in which to select the day of the week you want the report sent.

• If you select “Specific day of month,” you will see a second drop-down box in which to select the day of the month you want the report sent.

 



6. In the Report types section, select how you would like to receive the report. Select “PDF” for an Adobe Acrobat file, or select “XLS” for an Excel file.
   NOTE: You can open the file in Excel and then change its format to import data into other programs.

   The file provided is an XLSX file. If you are using an older version of Excel, you can install the Microsoft Compatibility Pack so that you can open XLSX files.

7. Click the “save” button.

8. You will return to the custom reports table, and you will now see the frequency of your subscription in the Subscription field in the table.

   

    

9. You will receive an email with your report on the next scheduled date.
   NOTE: Scheduled reports cannot be programmed for the current date. For example, if today is Monday and I program a report to be emailed weekly on Mondays, I won’t get the first email until Monday of next week.

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