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Create a Subscription Using Favorites

A Subscription is a bundle of one or more favorites (reports or other types of data) that have been grouped into a named collection.

Important! Subscriptions include only the latest favorites which point to the latest version of the reports.

When you create a subscription, it is automatically placed if your reports tab list.

Once created, these subscriptions can be assigned by Administrators or Advanced Users to other users or they can be kept for personal use. Only Advanced Users and Administrators can create subscriptions. Only Administrators can assign subscriptions to other users.

Note: Users with a role type of Advanced User or above can create subscriptions for themselves. If you are not allowed to create subscriptions you will not see the subscriptions tab.

Follow these steps:

  1. From the Subscription tab, click the Create link above the Subscription List in the left pane.

    The create subscription pane appears in the right pane.

  2. Find the User Favorite List and be sure that you have at least one favorite report listed.

    Because subscriptions are built with favorite reports, there must be at least one favorite available to include in the subscription. If you do not have at least one favorite in your list you must first designate one or more reports as favorites.

    Important! Subscriptions include only the latest favorites which point to the latest version of the reports. To add a particular instance of a report in a subscription as favorite, use a filter favorite.

  3. Enter a Subscription Name.

    This is the name administrators see when choosing subscriptions to add to a Role.

  4. Enter a Subscription Description.

    On the reports tab, users of the subscription will see this explanation of the subscription contents.

  5. Select one of the following:
  6. Select at least one favorite.

    From the subscription tab favorites list, locate a favorite that you want to designate as part of the subscription and select the checkbox in the left column.

  7. Click the Create button at the top right corner of the pane.

    The subscription is created.

More information:

Create and Use Each Type of Favorite

Private vs Public Subscriptions

Report Search Filter Favorite