CounselLink Answer Center for Clients

Managing Report Subscriptions (Microstrategy)

  • Updated

Subscriptions are automated report-delivery features that allow users to receive reports, dashboards, or documents on a scheduled basis. They help ensure that important business information reaches the right people at the right time without requiring users to manually run reports. 

Creating a Subscription

  1. Open the report you want to schedule.

  2. From the report menu, select Subscribe to.

  3. Select E-mail. The Subscribe to E-mail window displays.

  4. Enter a name for the subscription and select the intended recipients.
  5. Select a schedule option from the drop down menu.

  6. Select a recipient from the dropdown. If needed, click the To: button next to the recipient dropdown to select additional recipients. You can also include CC and BCC options.

    If a user doesn't appear, you can add them to the list. See the section below for more information.

  7. Configure the report’s delivery format and settings, including PDF, Excel, or another available format. When you select a new delivery format, additional options may appear.
  8. Review any additional options, such as email subject, email message, or preview.
  9. Click OK.

Adding a Recipient Email to a Subscription List

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If you don't see a recipient in the recipient list for a subscription, you can add it.

  1. Click your user name at the top of the Reports page.

  2. Select Preferences.

  3. Select E-mail Addresses from the left side panel.

  4. Scroll to the bottom of the list and select Add a New Address.

  5. Scroll back down to the bottom of the list and you will see fields to add a name and email.
  6. Click Save.

Managing or Editing an Existing Subscription

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  1. Click My Subscriptions on the homepage.
  2. Find the subscription name from the list.

  3. Click the Edit or Personalize icon from the Action column.

    • Edit: Change items like schedule, delivery settings, expiration date, or format.
    • Personalize: Change what data or view the recipient receives.
  4. Make any changes as necessary to the subscription settings.
  5. Click OK.

Managing or Editing Filters on Your Report's Subscription

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  1. Click My Subscriptions on the homepage.
  2. Find the subscription name from the list.
  3. Click the name of the subscription from the column.

  4. Find the existing filters under the Report Details section.

  5. Make changes as necessary. See this topic for more information on filters.
  6. Click Save.

Unsubscribing from a Subscription

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  1. Click My Subscriptions on the homepage.
  2. Select the check box under the Unsubscribe column.

  3. Click Unsubscribe.

    Clicking this button will clear the subscription immediately.