Configuring View Subscriptions

If you have permissions in your Support Representative Profile record, you can use iSupport’s View Subscription feature to send an email with an attached file of exported view data to configured recipients on a schedule. Reports can be sent in Microsoft Excel, Microsoft Word, Adobe PDF, or CSV format. To set up a subscription, you can:

• Click the Subscription icon in the Desktop View component. (This icon will only appear if the View Subscription agent is enabled; it runs on a five- minute interval.)
• Use the Options and Tools | Automate | View Subscription screen in the Configuration module.

On the Details tab in the Subscription Settings screen, specify the name and format of the exported data, the address from which the email should be sent  (your address or the configured Email Notification Reply To email address), and the subject and body of the email to be sent. To apply a filter to the view before the export, select a saved search in the Applied Search field. If using a view with an @My filter (including default views in iSupport with "My" in the title) and a support representative is a selected support representative recipient, the @My filters will apply to the exported view sent to the recipient.

On the Schedule tab, specify the days and times at which the export email should be sent.

Use the Recipients tab to specify support representative(s) and others to receive the email.

All of your configured view subscriptions are listed on the View Subscriptions tab in the Preferences screen, along with links for sending and deleting.