Using the Subscribe feature on a standard record list, a user can set up a schedule to email a .csv file of the report. This ensures data is delivered directly to the user, without having to log into IQ to generate and export the report each time it is needed.
Set up a Subscription
To set up scheduled delivery of a report:
- Navigate to the record list
- If applicable, apply filters to your report
- Click on the triple-dot menu above the report, and select the Subscribe option
- Set the frequency (daily, weekly, monthly or quarterly), recurrence, and time parameters for the subscription
- Click on Subscribe
The .csv file will be automatically generated based on the schedule and filters that were applied at the time the subscription was created and then emailed to the user.
After a subscription has been set up, users can go to the Settings page in IQ to view a list of all their subscriptions and delete any that are no longer needed.
Admin users and users with IQ Advanced Settings access will also have the option to share a subscription they have set up with other users or user groups.
Sharing options include:
|Private: This is the default; the email will only be sent to the user who created the subscription|
|User: The email will only be sent to the individual user(s) you select|
|Group: The email will only be sent to the user group(s) you select|