11/10/18 00:57 AM  

Analytics Portal - Create Subscriptions | RingCentral

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SummaryYou can make use RingCentral Analytics Portal Subscription feature to automatically generate reports and send them to your email or to your recipients. You must first have a generated report in order to successfully create a Subscription.
Details


Create Subscriptions on the Analytics Portal

Subscribe after creating a report
Create Subscription in the Subscription section


Subscribe after creating a report

When you have created either a Performance or Company Numbers report, click Subscribe.

Subscribe


Click Create Subscription in the Subscription section


1. Click Reports > Analytics Portal > Subscriptions from the Admin Portal

2. Click Create Subscription.

3. Enter Subscription Name.

4. Select Report type.

5. Select the report to subscribe to from the list.

6. Select the tab/s.

7. Set the Email Delivery Schedule — set the frequency and the schedule when it should be delivered.

8. Select the file type — PDF or Excel.

9. Enter the email recipient of the Subscription in the Email field. Click Add Email to add multiple recipients.

10. Click Create Subscription.


Your Subscription will then be listed in the Subscriptions section. You can also manage your Subscriptions from this section. See Analytics Portal - Manage Subscriptions | RingCentral for more information.



See Also

Analytics Portal - Overview | RingCentral

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