When you schedule a report, you can create a distribution list so that specific users are notified when the report runs. You can also make a report available for subscription.
When you are subscribed to a report, you receive a copy of the report by email each time the report runs. If you schedule a report, you are subscribed to that report by default.
Note: The system prevents delivery of a report to subscribers who lack the privileges required by any properties in the report. In this case, the subscriber receives an email explaining that the report cannot be attached because it contains data that requires permissions.
In the Case Manager portal, to manage subscriptions to reports that you scheduled:
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In the Report
Browser, click the gear icon for the report shortcut and select
Schedule to open the Schedule Reporting
Task form.
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In the Task Output Processing section, select the Enable authorized users
to subscribe to task notifications check box to allow authorized users to
subscribe to the report.
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To create a distribution list of users who will receive notifications when the report
runs, select the Send Notifications to the following users check
box and specify the Operator ID for each user. Click the plus icon to add
recipients.
Also, specify whether to attach the report output to the email or to provide a link to
the output.
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To customize the email that is sent to subscribers, click Configure
Notification Message, and specify the subject and body of the message.
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Click Submit to save your changes.