Tabulate Subscriptions

Users can orchestrate the automated delivery of selected tabulations (print areas, visual areas, and so on) using Subscriptions. Subscriptions effectively export or print the content in a selected format and distribute the exported content on a scheduled basis.

Configuring a subscription involves choosing an output, defining the schedule, and setting up distribution. This offers a way to share tabulations on a scheduled basis, ensuring you can keep an eye on changes to your key metrics.

Note: This feature is only available with the Enterprise Edition license.

Accessing Subscriptions

Once your tabulation has been saved, click Subscribe from the status bar (upper-right corner, above the canvas).

Tabulate Pro

Tabulate Lite

Subscribe Dialog

You can work through the tabs in the Subscribe dialog to configure the subscription. This includes naming and describing your subscription, configuring the schedule for the subscription job, and configuring the list of recipients and method of distribution.

Details

  • Name: Supply a name for your subscription. By default, the subscription name is based on the file name.
  • Message: Add a message that describes the purpose of the subscription. You may include "Shortcut keys" in your message. These variables will be replaced with an actual value on generation, for example, [L] will incorporate a Link to the content.

Content Selections

Note: The Content Selections field is only available in Discover, Present, Tabulate, and the Viewer Client.

If the file contains slicers, you can use the Content Selections drop-down to indicate which slicer selections to include in the exported content:

  • Default slicer values: The default slicer value will be used for the subscription.
  • Current slicer values: Presentations only. The value displayed at runtime when the subscription was started is the value that will be used in the subscription.

Selection

Note: The Selection tab is only available in Tabulate.

Type:

  • Print Area: Select the Print Area for the subscription.
  • Custom: Select custom, and then select one or more Custom Print Areas (Visual Areas, Discovery Areas, or Print Areas) from the multi-select drop-down for the subscription.

Schedule

Configure the Schedule for the subscription job:

  • On Demand: Select On Demand to trigger the schedule either when the underlying data model is reprocessed or through an API call.
  • <Preset>: Select one of the Preset options, such as "Every Monday at 9am," to create a simple, repeat schedule for your subscription.

    • Tip: If you select one of the "Every..." preset options, but only after the 9 AM start time, you can indicate that you also want to run this schedule today by selecting the Run Now checkbox in the Advanced settings.

  • Select the Advanced checkbox at the bottom of the dialog to create a custom schedule using the advanced options.

Note: Pyramid uses your time zone for the time and date settings by default. If you want to check that it has selected your time zone correctly, or you want to schedule times and dates in a different time zone, use the Timezone option in the Advanced settings.

  • Click here to learn more about Advanced Subscriptions

Distribution

Limit to fully successful results only

Select the Limit to fully successful results only checkbox to prevent automatic distribution where content was not built completely successfully; that is, where a scheduled build "finished with errors" (or is a "Partial Success" in the language of the Task Manager):

  • Where this option is not selected (default), the output is built and automatically distributed according to the schedule. The broken item is simply excluded from the output.
  • Where this option is selected, the output is built with the missing broken item but it is not automatically distributed. You can still view the built output in the Schedule Manager.

Basic options

Use the checkboxes to subscribe as yourself:

  • Bulletin Board: Receive subscribed output through the Pyramid Bulletin Board.
  • Email: Receive subscribed output by Email.

Advanced options

For discoveries, presentations, or tabulations, you may be able to select the Advanced checkbox at the bottom of the dialog to create a custom distribution to other users using the advanced options:

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

You can distribute the subscription to multiple destinations, but the selected destinations must include one of either Bulletin Board 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 through the Bulletin Board or email.

Note: Your administrator can disable the Advanced options for all users by setting the User Subscription Options to Personal Mode in the Content Settings configuration. Where this option has been set, you will only be able to subscribe as yourself. For more information, see Subscriptions & Publications.

Output

From the Output tab, choose the required output type, then set your preferences for that selected output. The Output Types are a sub-set of those found in the standard Print and Export dialog.

Note: There is no option to spool the print job, because this is not relevant for scheduled subscriptions.

From the Output panel, choose one of PDF, PowerPoint, Word, Excel, HTML, PNG, or CSV and then specify your Output settings as you would for any Print and Export. It is important to note that the Output settings are very limited for Tabulations.

  • Click here for details of the Output Options for Printing

Managing Subscriptions

Subscriptions can be edited or deleted from the Content Manager. Admins can also edit, remove, and rerun subscriptions from the Admin console.

  • Click here to manage subscription schedules from the Content Manager.
  • Click here to manage and create subscription schedules from the Admin console.

Related information

Data Source Authentication

If you’re using Windows Authentication or SAP Logon Tickets to connect to your data source, you may be prompted to enter Authentication credentials when saving your changes.

  • Click here to learn more about Data Source Authentication.