Scheduled Reports - Subscribing to Reports via Email

Have your favorite reports sent to you automatically via email on a regular schedule!

Do you have a report you look at every day? Every week? Or maybe once a month? With Report Subscriptions, you can simply subscribe to the reports you care about and have them automatically generated and sent to your email address on the schedule you choose. 

Table of Contents

• Getting Started
• Adding a New Report Subscription
• Managing Report Subscriptions

Getting Started

To get started click/tap the Reports menu option on the left-hand navigation within rezStream Cloud.

To create or manage your report subscriptions, click/tap the Manage Report Subscriptions button in the upper right-hand corner.

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Adding a New Subscription

1. To add a new report subscription, click/tap the Add Subscription button.
2. In the Add New Subscription window, choose the report you'd like to have sent.
   
3. After selecting a report, the options to configure the Report Parameters, the Schedule, and the Email will appear.
   
   1. Report Parameters. Each report has different parameters that allow you to control what data will be represented within the report. Worth noting, that most reports are based on date ranges and therefore have a Time Period parameter that controls the date range for your scheduled report. For example, when setting a Time Period to This Month, when the report is generated, it will use the time of generation to calculate the first day of the month through the last day of the month and set those dates as the date range.
   2. Schedule. Reports can be sent Daily, Weekly, or Monthly at a given time. The time will be determined based on the time zone in which the business operates (this time zone is configured in Config > Business Settings). 
   3. Email. The report will be attached to an email and sent to whatever email addresses you include in the Recipient Emails field. You can choose the Report Attachment Type based on your needs and you can optionally customize the Subject and Body of the email. Note that within the Body of the email, there are 3 available Letter Codes:
      • {parameterDescription} - Will be replaced with a description of the Report Parameters including the parameter name, the the option you chose for that parameter, and finally the actual values that was generated at the time of report creation.
      • {scheduledDateTime} - The time, within the business time zone, which the report was scheduled to be sent.
      • {currentDateTime} - The time, within the business time zone, at which report was actually created and sent.
4. After everything is set, click Save to save your new subscription.

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Managing Report Subscriptions

Simply click/tap on any existing Report Subscription in the list to expand it and expose options to either Edit or Delete that subscription.

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