Managing Report Subscriptions

Please note the following when working with subscriptions:
  • If the user who created the report is deleted, the schedule for the report is removed, disabling the report. Another user must modify the subscription to re-activate it.
  • Subscriptions are not copied when you copy or baseline a project.
  • Subscriptions are not exported when you export a project.
  • After a subscription is created, you can edit it or delete it using icons in the Actions column.
  • For dashboard panel and externally accessed reports, only the last report result is stored and there is no history available.
  1. In the menu, click Reports > Details View.
  2. Select a report in the Reports tree.
  3. Click the Subscriptions tab.
  4. Click Add Subscription. The Edit Subscription dialog box opens.
  5. Give your subscription a name in the Name field.
  6. To modify the subscription parameters, click Edit Parameters. The Edit Parameter dialog box opens. Change the Value and click OK.
  7. Select a schedule from the Schedule list. If the schedule you want does not exist, you need to create it. You can also select no schedule, for example for subscriptions that will only be triggered based on the outcome of a test execution.
  8. In the Result Handling area, pick one of the following options:
    • If you want to send the report as an email, click Send as Email and select the Format: Report template (Excel, BIRT), PDF (data table) or XLSX (data table). The available options depend on the existence of the configured template. Then, enter the Email addresses where the report will be sent. You can send the report to multiple email addresses by separating them with commas, semi-colons or blanks.
    • If you want to make the report available in a dashboard panel or from external sites, click Provide for dashboard and external access. Selecting this option makes the report available in the Report Subscription dashboard panel, and you can embed the provided link in Websites, emails, and more. This is a permanent link that does not change and requires no login or license to access. Note that when using a template, only BIRT templates are graphically rendered. Other templates display as data table.
  9. Click OK. The new subscription is listed in the Subscriptions list.
To manage all report subscriptions, select the Global Reports node or the root node of the project. Use the Actions column icons to edit or delete report subscriptions. Because shared global reports are available in all projects for all users, user roles that are able to update and delete them require special permissions: Manage shared global reports and Delete shared global reports. These permissions also apply to report templates that are used in shared global reports. Non-shared global reports and report templates can be updated and deleted by user roles with the standard report permissions for updating and deleting reports.