With Sortly's report subscription option, Premium and 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.

• Creating a Report Subscription
• Editing a Report Subscription

Create

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

1. Click on the Reports tab and find the Saved Report you would like to subscribe to

   

2. Click the specific report and then Subscribe to Report:

   • Reports Tab

     

   • Inside the Custom Report

     

3. You will then be shown options for the report subscription

   

4. Review your choices and click SUBSCRIBE

5. In the Reports tab view, you will see this symbol indicating that you have subscribed to the report

   

Edit

If you need to edit the subscription to change any details, click the three dots and then Subscribed 

Report Subscription Options

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

• Format - Choose either CSV or XLSX

  

• Schedule - Choose from 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.