Scheduling a report or document to be sent to a mobile device

To receive reports and documents on a mobile device, the device’s user must be subscribed to those reports. You can use MicroStrategy Web to subscribe to a report that will be delivered to a mobile device, and to unsubscribe from a report that the user no longer needs to read.

Every subscription to a mobile device is associated with a schedule. This schedule controls how often the report or document is sent.

Note: If you are a system administrator who needs to subscribe a large number of people to a report, it is recommended that you use the MicroStrategy Desktop interface to manage all the subscriptions for a project. To manage mobile device subscriptions using Desktop, see the MicroStrategy Mobile Design and Administration Guide.

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 work with Report Services documents, you must own the MicroStrategy Report Services product

• Mobile device users must have access to at least one MicroStrategy project

• Mobile device users must have the MicroStrategy privilege Use MicroStrategy Mobile

• Mobile device users must have the MicroStrategy privilege Mobile View Document

To send a report or document to a mobile device on a schedule

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1. Click the name of the report or document. The report or document opens.

2. From the Home menu, point to Subscribe to, and select Mobile. The Subscribe to Mobile dialog box opens.

3. Type a name for the subscription in the Name field.

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

5. Click To, to select which mobile device users (contacts) will receive the report or document. The Recipients Browser opens.

6. From the Device type drop-down list, select the type of mobile device to which the report or document will be delivered. The options are:

• BlackBerry

• iPhone

• iPad

7. To have the subscription delivered immediately, select the Run subscription immediately check box.

8. Expand the Advanced Options.

9. Select the Do not deliver after check box and specify an expiration date for the subscription by choosing a date from the calendar.

10. If you have selected multiple recipients, the following options are displayed.

• Allow recipients to change delivery settings: Select this check box to let the recipients make changes to the settings. For example, the recipient can change the prompt answers for the subscription or change the time of day the report or document is sent.

• Allow recipients to change personalization: Select this check box to let the recipients make changes to the personalization. This option allows the recipient to edit the subscription options.

• Allow recipients to unsubscribe: Select this check box to let the recipients unsubscribe from this scheduled delivery.

11. Click OK. The Subscribe to Mobile dialog box closes.

To verify that you are subscribed to the report or document, click My Subscriptions at the top of any page. The report appears in the Mobile Subscriptions list.