In Performance Analytics, there are two features to help automate the delivery of analyses, Email Subscriptions & individual Alerts.


Email Subscriptions

An Email Subscription is a weekly delivery of reports and dashboards sent via email as an Excel or PDF attachment. By creating an email subscription, it allows the user to view analyses without having to log into the SPS Analytics portal.

💡 To set up an email subscription for a report or dashboard, ensure that the analysis is saved prior to following the steps below.

1.) To subscribe to a report:

Click the Report Home drop-down menu > Subscribe to > Email...

2.) To subscribe to a dashboard:

Click the File drop-down menu > Schedule Delivery to Email...

For both reports and dashboards, the Email Subscription window will appear.

3.) Click To, to add recipients to the subscription. By default, it will set up the user to receive the subscription as the creator of the analysis. A Power User may select to subscribe to other users to receive a subscription, the recipient must have login credentials to SPS Analytics.

4.) For reports, ensure the Delivery Format selection is Excel.

For dashboards, ensure the Delivery Format selection is PDF.

5.) Click OK to save the subscription.


Alerts

Alerts are automated deliveries of reports via email as an Excel attachment, only when a specific condition set by the user has been met. Alerts are beneficial to keep track of specific metrics defined by the user. For example, a user can set up an alert on Weeks of Supply (WoS) or On Hand (OH) information across products and locations to monitor and manage inventory levels.

1.) In a report, right-click on the report object header desired to set an alert on.

2.) Select Email Notification in the Alerts menu of the report object drop-down menu.

3.) From the Alerts Editor window, set the condition and format of the report object to monitor.

4.) Click Delivery Settings to expand the drop-down window. Follow steps 3-5 listed above for setting up an Email Subscription to complete the Alert set up.

For more information on setting up an Alert, click the link to access the Help Center article, "How do I set up an Alert?".

For more information on setting up an email subscription, click the link to access the Help Center article, "How do I set up a Subscription".

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