Running and analyzing dashboards, documents, and reports » Subscribing to reports and documents » Scheduling a report or document to be sent to a mobile device

Scheduling a report or document to be sent to a mobile device

You can have a report or document automatically sent to your mobile device based on a schedule or event. To do so, you must subscribe to the report or document, as described in the steps below.

You can ensure that you are notified when a report meets specific threshold conditions. For example, you can have an notification sent to your mobile device when the units sold data in a report falls under 500 units. You automatically receive a message when this threshold is met.

You can also have reports delivered to your mobile device automatically based on an alert condition that appears in a different report. For example, if your company-wide Monthly Revenue report is run on a schedule and displays revenue in the Northeast region below $1,000,000, the Sales Report for the Northeast Region can be automatically emailed to you based on the $1,000,000 threshold that is part of the company-wide Monthly Revenue report. For steps to email a report or document when threshold conditions are met, see the Formatting a Report chapter in the Basic Reporting Guide.

Prerequisites

Mobile device users must have access to at least one MicroStrategy project.
Mobile device users must have the Use MicroStrategy Mobile and Mobile View Document privileges.

To send a report or document to a mobile device on a schedule

1 Do one of the following:
For a report, click the name of the report to run it.
For a document, edit the document in Design Mode or Editable Mode.
To edit a document in Design Mode, from a folder, right-click the document and select Edit. If the document is open in Presentation Mode, click the menu icon Menu icon (the hamburger) on the right, and select Edit.
To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable.
2 From the Home menu, point to Subscribe to, and select Mobile. The Subscribe to Mobile dialog box opens.
3 Type a name for the subscription in the Name field.
4 From the Schedule drop-down list, select a schedule or event on which to deliver the report or document. You can create new schedules in the MicroStrategy Developer Schedule Manager. For steps, see the Scheduling Jobs and Administrative Tasks chapter in the System Administration Guide.
5 From the Device type drop-down list, select the type of mobile device to which the report or document will be delivered.
6 To have the report or document delivered immediately after the subscription is created, select the Run subscription immediately check box.
7 Expand the Advanced Options.
8 To specify a date after which to stop delivering the report or document, select the Do not deliver after check box, then select the date from the calendar.
9 Click OKto save your changes. The Subscribe to Mobile dialog box closes.

To verify that you are subscribed to the report or document, click the MicroStrategy icon Projects icon at the top of the page and select My Subscriptions. The report appears in the Mobile Subscriptions list.

Related topic

Subscribing to reports and documents