Subscriptions allow you to receive automatic delivery of Reports and Dashboards every week, and can be delivered via:
Email as an Excel or PDF attachment
Or to your My History List folder
In Performance Analytics, subscriptions can also be scheduled in the morning or afternoon on specific days. See below for more!
To Set up a Subscription to a Report:
Similarly within a report, start by selecting "Report Home" > "Subscribe to" > "History List" or "Email."
To Set Up a Subscription to a Dashboard:
Within the Dashboard, start by selecting "File" > "Schedule Delivery to History List" or "Schedule Delivery to Email."
For History List Delivery
Type a new subscription Name, and add any additional Recipients.
The logged in user is the default recipient, and Power users can add additional recipients by clicking the To button.
💡 Note: Only Power Users can add additional recipients and only users with Analytics logins are able to be added as recipients.
For Email Delivery
Type in a new subscription Name, add Recipients (Optional. Only Power Users can add additional recipients), update the Email Subject line, type in a Email Message, and select the desired Delivery Format.
💡 Note: We recommend Excel format for delivery of reports and PDF format for dashboards.
Creating A Scheduled Email Subscription
In Performance Analytics, users have the option to schedule when your subscription is run and then delivered!
The steps are the same. However, simply click on the "Schedule" drop-down menu and select from one of the 15 options for processing and delivery timing.
When Selected Retailers Arrive - This is the default selection for all Email Subscriptions and will deliver the email every week, after processing all available Retailers.
AM - At 6am ET, this report or dashboard will be placed into the queue to begin processing.
PM - At 6pm ET, this report or dashboard will be placed into the queue to begin processing.
💡 Note: For a Dashboard subscription, select a time period. The "When Selected Retailers Arrive" option will not work.
Subscriptions will come from: Analytics@spscommerce.com.
In Collaboration Analytics, Subscriptions* can be accessed and managed from the Alerts & Subscriptions folder.
In Performance Analytics, Subscriptions* can be accessed and managed from the My Subscriptions folder.
💡 *Note: In both Collaboration Analytics and Performance Analytics, all History List Subscriptions reports and dashboards should be accessed in the History List folder for the most recent data.
⛑️ SPS Analytics Support
If you have any additional questions regarding Analytics subscriptions, please reach out to our Analytics Support team at the contact information below:
☎️ 888-739-3232, Option 2