Set Up Scheduled Delivery of a Custom Record List

Using the Subscribe feature, users can schedule delivery of a .csv or an Excel file directly to an SFTP or other connected service (check out our integrations here), or send an automated email that includes a link to login and download a .csv/Excel file.  This ensures data is delivered directly to the endpoint/user in a timely manner.

Set up a Subscription

To set up scheduled delivery:

1. Navigate to the view you wish to subscribe to
2. If applicable, apply filters to your view
3. Select the 'Subscribe' option within the triple dot action menu as shown below:

   

4. Set the delivery method (email/SFTP), add notes (email only: notes appear in the email body) or select the SFTP Connector (SFTP only, connector must be setup in advance), Format (.csv or Excel and applicable fields), frequency (daily, weekly, monthly or quarterly), recurrence, and time parameters for the subscription
   
   
5. Click on Subscribe

Manage Subscriptions 

After a subscription has been set up, users can go to the Settings page in IQ, and view 'Subscriptions' within 'Reporting' to see a list of all subscriptions created by or shared with them.

Admin users and users with IQ Advanced Settings or Sharing permissions 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 or the integration subscription is only visible to the creator.
	User: The email will only be sent to the individual user(s) you select or the integration subscription is only visible to the individual user(s)
	Group: The email will only be sent to the user group(s) you select or the integration subscription is only visible to the group(s) selected This option is only available to Admin users and users with 'IQ Advanced settings'

Admin users may delete any subscriptions that are no longer needed. Other users may delete only subscriptions they have personally created.