1. How to create a subscription
To create a new subscription, you can do one of the following:
- select a report/dashboard and then the option Add Subscription
-
select a report/dashboard and then the subscription icon > Add Subscription from the panel on the right
select Subscriptions in the left panel and then the button [Create]
- select Subscriptions in the left panel and then the button [Create]
2. Parameters
This tab is only visible in the subscription editor if the source model has parameters. If the data model has no parameters, the tab is not presented.
In this tab, you can use the parameters contained in the data model and customize them to the user’s subscription.
Selecting the Use the data from the last model refresh parameter will initiate the subscription with the data from the most recent model refresh.
This means that the subscription will be generated faster. However, it will not contain data from the moment the subscription was initiated because, as the name suggests, the data will be retrieved from the last data model recalculation.
In addition, if you select the Use the data from the last model refresh parameter, it will no longer be possible to change the settings of these parameters:
If you deselect the Use the data from the last model refresh parameter, it will be possible to change the model parameters for the generated subscription. When deselected:
- the subscription will use parameters other than the default ones in the data model
- each initiated subscription generation will recalculate the data model. For large databases, this can significantly increase its generation time and server load.
3. General information
In the first step of defining a subscription, you can add a subscription name, an e-mail subject that will be displayed for the recipient and a subscription description. The user also sees the source report (selected when creating a subscription) and the report location.
Recipient’s view:
4. Attachment
In the second step, you can define the parameters of the e–mailed attachment. You can rename the e–mailed attachment, set the format of the e–mailed table and chart.
Available formats:
Table
• XLSX
• XLS
• CSV
• PDF
• DOCX
• HTML
• MHT
• PNG
• RTF
• TXT
Chart
• PDF
• PNG
Advances options:
• Fit tables to page width
• Expand all report levels
• Add filter descriptions
• Merge the same row/column headings
• Export headers
• Export footers
• Generate table horizontally
• Generate also parameter values
5. Schedule
A schedule is used to set how often the subscription is to be sent. Selectable options:
• One-time
• Hourly
• Weekly
• Monthly
Note that selecting the option One–time will save the subscription for future use; thus, it will still be available although it was sent only once. Depending on the selected schedule, full subscription time–based scheduling options become available.
The start date and end date options are used to specify a time range during which the subscription will be sent.
Setting the subscription end date does not mean that the subscription is deleted from the list afterwards. The option of sending scheduled subscription can also be deactivated by deselecting:
6. Recipients
In the Recipients section, you need to add subscription recipients.
There are two options for adding a new recipient:
• Add new recipients
This option allows the selection of recipients from the list of Comarch BI Point users, user groups or previously
defined external users.
In the case of Comarch BI Point user, the user’s full name will be displayed followed by the user’s e-mail address
underneath.
In the case of a user group, the name of the selected user group will be displayed along with the information
underneath that this is a user group.
In the case of an external user, the user’s full name will be displayed along with the information underneath that
this is an external user.
Once a user is added as a recipient, the user will be removed from the list of available users.
• Add external recipient
This option allows the addition of a subscription recipient who is not Comarch BI Point user.
This option depends on the number of owned licenses for External users.
Recipient information is presented in three columns:
• User of User Group
• Recipient Type
Subscriptions can be sorted by ascending or descending by each of the above-mentioned columns.
To remove a subscription recipient, select the option Remove From Recipient List as shown in the figure below:
If you want to remove more recipients, you can select multiple users and then the option Remove From Recipient
List to remove them from the list as shown in the figure below:
• Customize attachment content according to recipient’s permissions
This option is used to generate a subscription according to the permissions assigned to an individual subscription
recipient (this works only for recipients who are Comarch BI Point user).
• Save to FTP server
Report and dashboard subscriptions can also be saved on FTP server by selecting the respective option.
There are two selectable options to connect to FTP server:
• Use existing connection
This option allows the selection of a previously defined FTP connection (Administrator Dashboard/FTP
Connections)
• Define individually
With this option you can define such connection directly when creating a subscription.
