Subscribing to Reports
Note: Administrators and Process Designers assign user roles to reports as they add them to Accolade. Only user roles assigned to a specific report can subscribe to receive that report by email.
An HTML report displays product data on the Charts & Reports page or within a project. In addition, you can select to receive HTML reports via email. The email contains the full content of the report, and you can select how often you would like to receive each report on a report-by-report basis. If a report fails to run, you receive a failure notification if you are subscribed to the report.
Important! HTML reports can range in size. To receive emails with larger reports, ensure your company's email server accommodates the file size required. You may be able to preview a report within Accolade but not receive it by email if the email server blocks the emails due to its size.
To set up an email schedule for a report:
- Access your user profile and select the HTML Reports tab.
The reports that you have access to display.
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For each report that you want to receive in email, select the days of the week on which you want to receive that report. More...
For example, if you want to receive a report every Monday morning, select the check box in the Monday column for that report. To receive all the listed reports on a particular day, select the check box at the top of the day column. For example, to receive all reports in the list on Monday, select the check box at the top of the Monday column.
Reports listed with an asterisk (*) are set to required. You cannot modify the selections for these reports.
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Click Apply to save your changes.
To send a report immediately:
- Access your user profile and select the HTML Reports tab.
The reports that you have access to display.
- Select the Send Now check box next to the reports you want to send.
To select all reports, select the Send Now check box at the top of the Send Now column.
- Do one of the following:
- To send the selected reports to yourself - Click Send.
- To send the selected reports to others - Click Share, select the users you want to send the report to, and click OK. Accolade sends a copy of the report to you and the selected users, with the same data that displays to you. If there is sensitive data in the report, take caution in sending it to others.
You can also share an HTML report with users while viewing the report through the Charts & Reports page.
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Notes:
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