Create a Report Subscription

When subscribing to a report, there are more options for Application Administrators than regular users of an application.

Note: Application Administrators can send subscriptions to multiple recipients, while users can only send subscriptions to themselves.

To create a report subscription:
  1. Open a table, then click REPORTS & CHARTS in the Page bar. Open the report you want, then click More > New subscription.

    OR 

    Select a table from the Table bar, click SETTINGS, then click +New next to Notifications, subscriptions, & reminders. Select Subscription, then click Create.

  2. In the Subscription Name text box, enter a name for the subscription. Quick Base uses this name to identify the subscription.

  3. Create the subscription using the options described in the Email Subscription Options section, below.

  4. Click Save on the Page bar to save your changes.

To rename a report subscription:
  1. Edit the subscription.

  2. In the Subscription Name text box, enter a new name for the subscription.

  3. Click the Save button in the Page bar to save your changes.

To copy a subscription:
  1. Click SETTINGS in the Page bar for the table that contains the reminder you want to copy.

  2. Under Workflow & Permissions, click Notifications, Subscriptions, & Reminders.

  3. Click the Copy icon (copy a subscription icon) to the right of the subscription you want to copy.

  4. Quick Base creates a copy of the subscription and adds "copy" to the end of the name. Quick Base will append “copy” for the first copy, “copy 2” for the second, “copy 3” for the third, and so on.

To send a test subscription:

After saving the subscription, you can send a test to the recipients to make sure that it will be sent and all the intended recipients will get it. To do so: 

  1. Edit the subscription, then click the Save button in the Page bar to save your changes.

  2. Click Send Test Email on the Page bar. Quick Base will send the test email three minutes later. If the confirmation message shows that the email was sent, check with the recipients to make sure they received it.

Note: If the subscription is deactivated, no test email can be sent.

Email subscription options

The New Subscription page lets you set up your report subscription. You can specify:

For application administrators

Application administrators can create new subscriptions from the Notifications, subscriptions & reminders settings page.

Application administrators only can specify additional details about the email:

Related Topics:

 

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