How to set up a group subscription [For Stage Administrators]

Set up subscription

Stage Administrators can create Group Subscriptions which enable report subscriptions to be set up on behalf of other users. 

Navigate to the Reports area and then click on the 3 Dots > Add Group Subscriptions. Complete the form:

• Subscription Name: Add a name for your subscription e.g. the report name.
• Report Name: This is a read only field and will confirm which report you are subscribing to.
• Reports: Enables you to select which report you want to set up a group subscription for.
• Recipients: Who will receive the report.
• File Type: Choose the file type you wish to receive the report in. The default is set to PDF.
• Date Range: Set the date range during which the report should be sent. Leave the end date blank if you want the subscription to continue forever.
• Time Span: 
  
  • Daily: Choose the time of day and then how often the subscription should recur e.g. every 2 days.
  • Weekly: Choose the time of day, how often the subscription will recur and on which days e.g. every 2 weeks on a Friday.
  • Monthly: Choose the time of day, which months and on which days e.g. January 15th, March 15th.
• Report Parameters: The report parameters are the filters specific to the report being subscribed to e.g. hierarchy, gateway, tag, RAG.

Upon completion of the form click Subscribe. 

View or edit group subscription

Click on the 3 Dots > Group Subscriptions to view all existing group subscriptions here. From here you can edit or delete.

Click on the 3 Dots > My Subscriptions to view your personal report subscriptions here. From here you can edit or delete.