Running and analyzing dashboards, documents, and reports » Subscribing to reports and documents » Viewing and customizing your scheduled reports and documents

Viewing and customizing your scheduled reports and documents

You can check your subscriptions and scheduled deliveries using the My Subscriptions page, which lists each report and document to which you are subscribed. You can click the icon next to the report or document name to view the most recent results. Each row of the subscriptions list indicates whether the report or document is personalized with your prompt responses, and its schedule or the event triggering execution. The scheduled deliveries also list the email address, file location, or printer to which the message will be sent.

You can also create personal views of dashboards, documents, and reports. The personal view includes every change that you made to the dashboard, document, or report since you opened it, such as filtering, pivoting, and answering prompts. For a complete description of personal views, including all the changes that are saved, see Saving a personal view of a dashboard, document, or report. You can view and customize a personal view like a subscription.

You can also share links to objects, by emailing the link URL, copying the link URL, or copying HTML code that contains the link URL. For a complete description of shared links, see Sharing a link URL to an object. You can view and customize a shared link like a subscription.

Prerequisite

Mobile users must have the Web Scheduled Reports privilege as well as the Use MicroStrategy Mobile privilege.

To manage your subscriptions in MicroStrategy Web

1 Click the MicroStrategy icon Projects icon at the upper left of any page and select My Subscriptions. The My Subscriptions page opens and displays a list of your subscriptions.
2 To unsubscribe a report or document, select the check box in the Unsubscribe column and then click Unsubscribe.
3 To change the settings for a subscription, click the Edit icon for the subscription. The Subscription page for that subscription opens.
4 From the Subscription page, select the options that you want to specify. For a list of the options available for a subscription, see the topic for the subscription type you want to edit:
Scheduling a report or document to be sent to your History List folder
Scheduling a report or document to be sent to a mobile device
Scheduling a report or document to be emailed
Scheduling a report or document to be sent to a printer
Scheduling a report or document to be sent to a network folder
Scheduling a report or document to be sent to an FTP server
Saving a personal view of a dashboard, document, or report
Sharing a link URL to an object
For details to schedule updates for an Intelligent Cube created using imported data, see the Advanced Reporting Guide.
5 Click OK. Your changes are saved.

Users with appropriate privileges can set up alert-based subscriptions, for a report or document to be sent automatically when a specific threshold condition is met. For details and steps, see the Basic Reporting Guide.

Related topics

Subscribing to reports and documents
Scheduling a report or document to be sent to your History List folder
Scheduling a report or document to be sent to a mobile device
Scheduling a report or document to be emailed
Scheduling a report or document to be sent to a printer
Scheduling a report or document to be sent to a network folder
Scheduling a report or document to be sent to an FTP server
Editing subscriptions with multiple recipients
Saving a personal view of a dashboard, document, or report
Sharing a link URL to an object
Determining whether users can subscribe to a report or document