This instruction applies to the SERVICE PROVIDER level. An article explaining subscription reports on the SITE level can be found here. |
Step 1
First, go to REPORTS on the menu.
Step 2
Click on ADD NEW SUBSCRIPTION REPORT.
Step 3
Give your report a name. Without a name, you cannot continue to the next step.
Step 4
Next, search for the site you wish to subscribe to. Your search results are shown in the section below. Choose the correct sites from these results by checking the box.
Step 5
For each section, you can select for which machines you wish to track this data. For example, you wish to receive service details, but only for GA15 models. In that case, unfold the Service Overview section and select only the first two devices. Once you did, hit SAVE and click on NEXT.
Step 6
Select what period the report should cover and how frequently it should be sent to your inbox. For example, you can choose to receive a quarterly report every month.
Step 7
Finally, select who has to receive the report and hit save. You will now receive your monthly report via mail.
(DE)ACTIVATE A SUBSCRIPTION REPORT
If you no longer wish to receive a report, you can easily deactivate it in the report overview. Click on the three dots and click disable.
EDIT A SUBSCRIPTION REPORT
After creating a subscription report, you can still edit the settings by clicking on the three dots in the action column and click on edit.
