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Email subscription to reports

When you create or modify templates, you can set up subscriptions to receive reports by email.

To enable email delivery, you need to specify how reports will be delivered. Your options are: Email with xlsx attached or Email with report data in body. Depending on your choice, reports will be sent either as attached Excel files or as HTML-formatted tables in the email body.

After the document type has been selected, you need to configure other subscription parameters:

  • First email date
  • Email time
  • Email periodicity:
    • in days
    • in weeks (specify day of the week)
    • in months (specify day of the month)
  • Stop sending this report:
    • infinitely (the user can change this at any time and stop email delivery)
    • after a specified number of emails has been sent
    • on a specified date

Note that once subscription is activated, the status indicator next to the template will change:

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