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Subscribe to a favorite

Owned by Former user (Deleted)
Last updated: Apr 14, 2024 by Denise McGettigan
3 min read

If you have the Favorites > Subscribe user permission, you can subscribe to a favorite to receive updates via email in a format of your choice:

  • The formats that are available to you depend on your Query > Export permissions.

  • The email address is the one recorded in your user settings.

You can only subscribe yourself to favorites (unless you are an administrator). Even if you share a favorite with other users, each of the shared users will need to subscribe to the favorite themselves.

Note for administrators: You need to configure the subscription settings before users can subscribe to favorites. You can subscribe or unsubscribe users to favorites. You can determine the subscription types (formats). See Manage subscriptions (administration) for more information.

Subscribe to a favorite

  1. Access the Subscribe window in one of these ways:

    • From within the favorite: Open the favorite, then click the blue arrow next to the favorite name and select Subscribe.

    • From your homepage: Go to your homepage, locate the favorite and click the menu button (on the far right side), then click Subscribe.

      image-20240414-200056.png

  2. In the Subscribe window, select the required subscription options:

    1. Select a type (format of delivery): PDF, CSV, XLSX or HTML.

    2. Select the frequency of delivery: On scheduled database build, Daily, Weekly (specific day) or Monthly.

      • All monthly subscriptions are sent on the 1st of each calendar month, at the time selected. They are sent regardless of whether the database has been updated in the preceding month. There is no way of altering this behavior.

      • If you select Monthly and the day you select doesn't exist for that month (such as 31 for February), the subscription is sent on the last day of the month.

    3. Select a delivery time. The default time is 9am. In some cases, subscription emails may arrive slightly later (up to an hour) than the time specified. The subscriptions are sent at the time specified in your timezone, as opposed to the timezone of the user who updates the favorite.

    4. (Optional) Select the Don’t send if there are no results checkbox.

    5. (Optional) Click Test Now to send a test email to your account. 

  3. Click Subscribe.

Update or stop your subscriptions

When you subscribe to a favorite, on your homepage, locate the favorite and click the menu button (on the far right side), then click Manage Subscription. In the Subscribe window, you can:

  • Update the subscription options and click Save.

  • Click Unsubscribe to stop subscribing to the item.