Report Subscriptions

With Sortly's report subscription option, Enterprise users can set up a custom report to run regularly and automatically deliver to their email. This eliminates the need for manual report generation and distribution, saving time and improving efficiency.

If you are not an Enterprise customer and want to learn more, please click here.

Creating a Report Subscription

To subscribe to a report, you'll first need to create a custom report. For more information, please click here: Custom Reports.

  1. Click on the Reports tab and find the Custom Report you would like to subscribe to
  2. Click the Subscribe to Report icon. You can do this from the Reports tab or from inside the Custom Report:
    1. Reports Tab
    2. Inside the Custom Report
  3. You will then be shown options for the report subscription
  4. Review your choices and click SUBSCRIBE
  5. Once you've created your report subscriptions, you can filter the Reports tab to show subscribed reports only.

Editing a Report Subscription

If you need to edit the subscription to change any details, click the Manage report subscription option.

Report Subscription Options

Users can choose from the following options when creating a report subscription:

  • Format

    • CSV or XLS
  • Schedule

    • Weekly, Monthly, or Daily
    • Day of the week

    • Time of day - Options include 8 AM, 12 PM, 4 PM, 8 PM.

If you have any questions about report subscriptions, please click here to contact our Support Team.

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