Subscribing to reports and documents

You can have a report or document automatically delivered to your History List, your My Subscriptions page, your mobile device (using MicroStrategy Mobile), your printer, or to a network location. You can schedule deliveries on a regular schedule or when a specific event occurs. Scheduling lets you view the reports or documents when you need them.

Note: If you are subscribing to a Flash-enabled document that is to be delivered to another user, the recipient can use the Flash document only to the extent that you are able to, as determined by your MicroStrategy privileges. For example, if you do not have the privilege to modify a widget in the Flash document, the recipient of the document will not be able to modify a widget in the document.

To subscribe to a report or document, you can do either of the following:

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• Execute it first and then subscribe to it from the results page

• Subscribe to it from a list of reports/documents in one of your project folders

Prerequisites

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• To subscribe to report and documents from MicroStrategy Web, you must own the MicroStrategy Distribution Services product.

• To have a report or document sent to your mobile device, you must own the MicroStrategy Mobile product.

To subscribe while viewing the report or document

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1. Click the name of the report or document to execute it.

2. From the Home menu, point to Subscribe to, and select one of the following:

• History List, to have the report or document automatically delivered to your History List on a schedule.

• Mobile, to have the report or document automatically delivered to mobile devices using MicroStrategy Mobile. You must own MicroStrategy Mobile to see this option.

• Email, to have the report or document automatically emailed on a schedule.

• File, to have the report or document automatically delivered to a folder on your network on a schedule.

• Printer, to have the report or document automatically sent to a printer on a schedule.

• The Subscribe dialog box opens.

3. From the Schedule drop-down list, select a schedule or event for when to have the report automatically delivered. The schedule choices available are created in MicroStrategy Narrowcast Server.

4. If you are subscribing to a document or report with formatting options, from the Format drop-down, select the format in which to send the document.
   
   Note: For reports, Email and File have formatting options, and for documents, History List, Email, and File have formatting options.

5. For a report or document with prompts, all prompts are displayed so you can provide answers now. The selections you make for these prompts are used when the report or document is automatically run and then delivered.

6. Click OK.

7. To verify that you are subscribed to the report or document, at the top of the page, click My Subscriptions. A list of the reports and documents to which you are subscribed is displayed.

To subscribe from a folder of reports or documents

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1. Browse to the folder that contains the report or document for which to create a subscription.

2. Depending on your display:

• Click the Subscriptions link below the report icon.

• Click the Subscriptions icon in the Actions column.

3. Click Add Subscription.

4. From the Schedule drop-down list, select a schedule or event. The schedule choices available are created in MicroStrategy Narrowcast Server.

5. If you are subscribing to a document or report with formatting options, from the Format drop-down, select the format in which to send the document.

6. Click OK.

7. To verify that you are subscribed to the report or document, at the top of the page, click My Subscriptions. A list of the reports and documents to which you are subscribed is displayed.