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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. 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 and manage subscriptions.

Note: The new Subscription appears in the Subscriptions list in the Reports Tab pane. It may appear slightly different to different users. For more information, see Assign a Subscription to a Role - Overview.

Follow these steps to create a Subscription:

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

    The create subscription panel appears in the right pane.

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

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

    Note: For more information about creating and using various types of favorites, see the User Guide.

  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:

    (See Private vs. Public Subscriptions)

  6. Select at least one favorite.

    From the cross-repository favorites list, locate a favorite that you want to designate as part of the Subscription and click the checkbox in the left column.

    Note: For more information about creating and using various types of favorites, see the User Guide.

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

    The Subscription is created.