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Configure and delete report subscriptions.

1. Go to the Analytics area.

2. Click the Subscriptions tab.

This page displays the subscriptions to all the reports in your account, grouped by  report type. This includes  subscriptions to basic reports and to  Revenue Cycle Explorer reports.

 

Tip

You can also manage subscriptions to an individual report in Marketing Activities. Select the report and click the Subscriptions tab.

3. To change how often a report is emailed, click the Frequency field and select a new option from the drop-down menu.
4. To change the email addresses in a subscription, click the Email Recipients field and edit the email addresses.

 

Tip

  • Use commas between email addresses.
  • To save your edits, click in an area outside the subscriptions list.

5. You can also:
  • Click the  View button to open a report.
  • Deselect the Active checkbox to deactivate the subscription.
  • Click and edit the Summary field to change how many preview rows appear in the email.
  • Deselect the Excel checkbox to send report summaries without the spreadsheet attachment.
  • Click the  Send button to send the report email immediately.
6. To delete a subscription altogether, select the row and click Delete Subscription.
7. Confirm your intention to delete the subscription.

 

Learn more in the  Basic Reporting  and  Revenue Cycle Explorer  deep dives.