Use the New Subscription or Edit Subscription page to create a new subscription or modify an existing subscription to a report. The options on this page vary depending on your role assignment. Users with advanced permissions can work with additional options.
Subscriptions are supported for reports that can run unattended. At a minimum, the report must use stored or no credentials. If the report uses parameters, a default value must be specified. Subscriptions may become inactive if you change report execution settings or remove the default values used by parameter properties. For more information, see Managing Subscriptions.
Use the following procedure to navigate to this location in the user interface (UI).
To open the New Subscription or Edit Subscription page
Open Report Manager, and locate the report for which you want to add a subscription.
Hover over the report, and click the drop-down arrow.
In the drop-down menu, do one of the following:
Click Manage. This opens the General properties page for the report. Then select the Subscriptions tab. In the toolbar, click New Subscription, or select an existing subscription and click Edit.
Click Subscribe. This opens the New Subscription page for the report.
- Delivered by
Select the delivery extension to use to distribute the report. Depending on the delivery extension you select, the following settings appear:
E-mail subscriptions provide fields that are familiar to e-mail users (for example, To, Subject, and Priority fields). Specify Include Report to embed or attach the report, or Include Link to include a URL to the report. Specify Render Format to choose a presentation format for the attached or embedded report.
File share subscriptions provide fields that allow you to specify a target location. You can deliver any report to a file share. However, reports that support interactive features (including matrix reports that support drill-down to supporting rows and columns) are rendered as static files. You cannot view drill-down rows and columns in a static file. The file share name must be specified in Uniform Naming Convention (UNC) format (for example, \\mycomputer\public\myreportfiles). Do not include a trailing backslash in the path name. The report file will be delivered in a file format that is based on the render format (for example, if you choose Excel, the report is delivered as an .xls file).
The availability of a delivery extension depends on whether it is installed and configured on the report server. Report Server E-mail is the default delivery extension, but it must be configured before you can use it. File Share delivery does not require configuration, but you must define a shared folder before you can use it.
For more information about how to create a subscription, see How to: Subscribe to a Report (Report Manager).
Use these settings to define the conditions that cause a subscription to process. Some of the options are only available for reports that use parameters or that run as report execution snapshots.
- When the report content is refreshed
Select this option to subscribe to a report snapshot that is refreshed on a scheduled basis. This option is visible only when you are subscribing to a report that runs as a report execution snapshot. The content for a report execution snapshot is typically refreshed on a schedule. For reports that run in this mode, you can define a subscription to occur when the snapshot is refreshed.
- When the scheduled report run is complete
Create a schedule that determines when the subscription is processed.
- On a shared schedule
Select a predefined schedule to process the subscription.
- Enter parameter values
Use this option when you are subscribing to a report that has parameters. This option is available only for parameterized reports. When subscribing to a parameterized report, you can specify the parameter values that are used to create the version of the report that is delivered through the subscription. For example, you can specify a region code to select sales data for a particular region. If you do not specify a value, the default value is used.