PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.

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Home > Reports > Saved Reports and Subscriptions - NEW 2020!
Saved Reports and Subscriptions - NEW 2020!

    
NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.


One of the most critical business tools is having robust reporting options at your fingertips. myStratus already has numerous reports available to provide an analysis of the inner-workings of your business, but most need to be viewed on a regular business. Use Report Subscriptions to deliver your most important reports directly to your inbox right when you need them. Subscribe directly from your report settings and manage the subscriptions later from Maintenance > Reports.

Creating a Saved Report

First, pull up the report you want to subscribe to. Make sure Create a Saved Report is selected and give it a new title. 

Next, set up the report as you wish to receive it each time. 
Note: If you want the dates to change with the report over time, make sure to select the date options such as Today, Last Week, or This Month-to-Date. If you select a Custom Date Range, your report will always show that date range.

Once you've set up the desired report format, press Save next to the title you gave the report. 

To manage your saved reports, go to Maintenance > Reports > Report Settings.

Subscribing to a New Report - myStratus Only

All reports in myStratus contain an icon to Subscribe and View Subscriptions. After clicking Subscribe, a new form pops up allowing you define the terms of your subscription. 

Frequency
Define how often you'd like to receive the report. Choose between either specific day(s) of the week or on a specific day of the month.

Report Delivery Format
Next, select whether you want the report delivered as a PDF or Excel file.

Report Recipients
Finally, enter which Users, Departments, or unique email addresses should receive the report. If selecting a user or department, the report will be sent to the email address(es) defined in the User Maintenance > General tab.

Click OK to save the subscription.

To manage your saved subscriptions, go to Maintenance > Reports > Report Subscriptions


Managing Saved Reports and Subscriptions

To edit or delete your previously saved reports and subscriptions, go to Maintenance > Reports.

Report Settings
Choose the report you want to edit from the Report Type drop-down. Double-click the title you want to manage. This brings up the original report settings to update.

Report Subscriptions - myStratus only
Choose the report you want to edit from the Report Type drop-down. Double-click the subscription you want to manage. This brings up the subscription settings to update.



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