Users can subscribe themselves to any custom report in Assurance.
Assurance will email the user a PDF or Spreadsheet of the report at the subscribed frequency. The reports are sent 'at the start of every' week, month, quarter, half-year or year.
- Click on the Reports tab.
- Select a 'Custom Report' in the middle column.
- Within the report under Report Subscription, Click 'Click to Subscribe to this report'.
Choose the report frequency and format. - Click the blue tick.
Your report will be sent to you in your chosen format via email.
Click on the subscription to edit, or click 'Unsubscribe' to stop/remove the subscription.
Note: Report Subscriptions can only be created on custom reports.
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