Create a Subscription to a View or Workbook

Purpose

Subscriptions email you an image or PDF snapshot of data in a view or dashboard at regular intervals based on the filter settings you apply.

How to Set Up a Subscription

• Open a dashboard.
• If you would to select any filters to apply to the view, do that now. Then, you must save the filtered view as a custom view before subscribing. You can ignore this step if you are not applying any filters. 
  • Please see this article to create a custom view: Use Custom Views
• On the view toolbar, select Watch > Subscriptions.

• Select your preferred options:
  • Choose whether subscription emails include the current view or the entire workbook. 

 

• • Choose the format for your snapshot: as a PNG image, a PDF attachment, or both.

• • To clarify subscription emails, customize the subject line, and add a message.

 

• • Select the frequency in which you’d like the emails.

• • • On Selected Schedule: Pick a schedule for the subscription.
    • When Data Refreshes: Sends only when data in the view or workbook is refreshed.

• • If frequency is set to On Selected Schedule, pick a schedule.

• Click Subscribe.

Update or Unsubscribe From a Subscription

• Access your account settings by doing one of the following:
  • Click Manage my Subscriptions at the bottom of a subscription email.
  • In Polaris, click your initials in the top right corner and select My Content.

 

• • • Select Subscriptions.
  • To Unsubscribe, select the three dots under Actions for the subscription from which you'd like to unsubscribe, and select Unsubscribe.
  • To update or modify a subscription, select the three dots under Actions for the subscription you'd like to modify, and select the subscription option you'd like to change.

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