Reports
New Subscription Wizard - Parameters and Format
The Subscriptions functionality allows you to set up a certain report to run at regular intervals. The New Subscription Wizard has five tabs:
Select Report - Choose a BuildPro report
Parameters and Format - Choose report filters and output format (HTML, PDF, or Excel)
Schedule - Choose how often the report is run
Delivery Options - Enter email addresses of people who will receive the report
Other Settings - Enter a name for your report subscription
The report parameters are the same thing as the report filters. Each report has the same filters it has on the regular report page. Each reports's parameters will be different because each report has different filter options, and some reports have no filter options. Every report has the same format options.
To choose report parameters and format:
Choose from the available report filters. Required filters have a red star * next to them.
Under Report Format, choose the Format from the drop-down list. The report will be emailed to you as an attachment in the format you choose:
PDF (default)
HTML
Excel
Click the Next button to move forward to the next tab.
Click the Back button to return to the previous tab. Or, click on the tab to return to that tab.
If you go back to the Select Report tab and choose a different report, you must enter new information on the Parameters and Format tab to complete the subscription for that report.
Click Cancel to close the subscription without saving any changes.