Configure Subscriptions

Subscriptions are used to export data discoveries and presentations and share them with a distribution list on a scheduled basis.

Once you've saved your data discovery, click the Subscribe icon to open the Subscribe dialog where you can configure a new subscription for the discovery or presentation.

In Discover or Publish, the subscribe button can be found on the right side, above the canvas.

In Present, the subscribe button can only be found from the Presentation Menu when the presentation is running.

Subscribe Dialog

Details

Set the subscription details name and message. This is what will be distributed to you recipients when the schedule job runs.

  • Name: by default the subscription is named according to the report title, but this can be changed.
  • Message: change the default message as required.

Schedule

Set the schedule for the subscription job. Initially, there is a simple drop down of schedule choices. Click the advanced button (green arrow below) to see more scheduling options. The subscription can be run on an hourly, daily, weekly, or monthly basis. You must enter a start date, and you have the option to enter an end date if relevant. If no end date is defined, the job will continue running according to the schedule indefinitely. Select the required timezone from the Timezone drop-down list.

This scheduler works in the same way as the scheduler used for scheduling publications, models, and alerts, with 2 main differences:

  • The schedule frequency (i.e. Hourly, Daily, etc) is selected by accessing the relevant tab on the left. The frequency is usually chosen from a dropdown list.
  • The subscription scheduler does not offer the option to create a 'one-off' schedule.

 

  • Click here to learn more about configuring the schedule.

Distribution

Users can choose to distribute subscription content to a static list of users, user roles, or emails. Subscriptions may be distributed via four methods:

  • Bulletin Board: distribute to a list of users or groups via the Pyramid Bulletin Board.
  • Email: distribute to a list of email addresses. You have an option to include a link to the content item.
  • Phone: distribute to a list of users via SMS.
  • Channel: distribute to a channel Webhook. You have an option to include a link to the content item.

You can distribute the subscription to multiple destinations, but the selected destination(s) must include the Bulletin Board and/ or Email.

This is because phone and channel distribution do not involve sending the subscription output (the actual exported report). The output itself can only be sent via the Bulletin Board or email.

  • Click here to learn more about scheduled distribution.

Output

From the Output tab, choose the required output type, then set your preferences for the selected output. This tab is the same as the General tab of the Print and Export dialog, with the exception that there is no option to spool the print job because this is not relevant for scheduled subscriptions.

  • Click here to learn more about the output selection.

Header/ Footer

The Header/ Footer tab is exposed when configuring subscriptions for data discoveries, and enables you to configure headers and/ or footers. You can incorporate dynamic elements into your headers and footers from the 'Add Element' section.

The Header/ Footer tab is identical to the one in the Print & Export dialog in Discover. To use a header or footer, check the relevant box (pink arrow below)

  • Click here to learn more about configuring headers and footers.

Commit the Schedule

Once you've configured the subscription, click the Subscribe button to save the schedule.