You can have a report or document automatically delivered on a specific schedule to a folder on your network.
You can customize your subscription by typing macros in the File Name or Zip File Name fields. These macros are automatically replaced with the appropriate text when the report or document is delivered. For example, you create a subscription to a document. If you type {&Subscription} in the File Name field, the name of the subscription is used as the file name when the document is delivered as a file.
For a list of the macros available, see the Automating Tasks chapter of the System Administration Guide.
To have subscribed-to reports and documents delivered to a network folder, you must own the MicroStrategy Distribution Services product.
Click the name of the report or document. The report or document opens.
From the Home menu, point to Subscribe to, and select File. The Schedule Delivery to File dialog box opens.
Type a name for the subscription in
the Name field.
You can use a variable in the subscription name to automatically insert
the date or time the subscription was executed, or the name of the recipient
of the subscription. To use one of these variables, type one or more of
the following in the Name field
where you want the variable to appear:
To include the subscription date, type %%Date%%.
To include the subscription time, type %%Time%%.
To include the recipient name, type %%RecipientName%%.
From the Schedule drop-down list, select a delivery schedule or an event that will trigger delivery. The schedule choices available are created in the Schedule Manager in Desktop.
Determine the delivery location for the report/document by doing one of the following:
If the folder that you want to deliver the report or document to is available in the drop-down list next to Location, select the folder.
To add delivery locations to the drop-down list, click Location. The Recipients browser opens.
To search for an existing folder on your network, type a folder name in the Find field.
To select a delivery location (recipient), move one or more locations from the list on the left to the To list on the right.
To add
delivery locations to the drop-down list, type a name in the Address
Name field for the new delivery location you are adding. In the
Physical Address field, specify
a folder path to a new or existing folder for the delivery location. For
example, a properly specified path is: \\FileServ2\SalesReports\Jan03\.
Select a file device from the Device
drop-down list. When you are finished defining the new delivery location,
click Add to Recipients.
Note: Any locations you create must be accessible from
the machine on which Distribution Services is installed.
Click OK when you are finished selecting delivery locations (recipients) to be added to the Location drop-down list.
To create a new folder in which to deliver files, type the folder path (designating the location of where the new folder should be created on your network) with the new folder name in the Sub-folder field.
You can use a variable in the subscription name to automatically insert the date or time the subscription was executed, or the name of the recipient of the subscription. To use one of these variables, type one or more of the following in the Name field where you want the variable to appear.
To include the subscription date, type %%Date%%
To include the subscription time, type %%Time%%
To include the recipient name, type %%RecipientName%%
From the Delivery Format drop-down list, select the format in which to send the report/document:
For Excel or PDF, the report is included as an attachment in the email. You can also reduce the size of the Excel or PDF attachment by selecting the Compress contents check box.
Expand page-by fields: Displayed only when the report contains grouped objects in a page-by field. Select this check box to see all objects in the Page-by drop-down lists when viewing a report. To copy only the objects currently displayed (currently selected in the Page-by field), clear this check box. For an introduction to page-by, see Grouping data by page: Page-by.
You can specify the delimiter character to use to separate values in a report, such as a comma or tab. From the Delimiter drop-down list, select one of the following:
To choose a delimiter from the list, select the delimiter you want to use, such as Comma or Space.
To specify your own delimiter, select Other, then type the character you want to use as the delimiter in the field.
Note: This option is only available if the Delivery Format option is set to Plain Text.
Type a name for the file in the File Name field. To see a list of available
variables that can be used, hover your cursor over the icon next to the File Name field. To automatically
insert the current date and/or time as part of the file name, you can
insert these variables in the file name.
To preview the report/document delivery, select the Send a preview now check box. The delivery is sent immediately.
For a report or document with prompts, all prompts are displayed if you are not subscribing to a report that is open. The selections you make for these prompts will be used whenever the report/document is delivered.
Expand the Advanced Options.
If you have selected the Compress contents check box, the following options are available:
Protect Zip file: Select the check box and type a password for the zip file.
Zip File Name: Type a name for the zip file.
Select a date when the subscription will expire from the calendar displayed under Do not deliver after.
To have a notification email sent when the delivery occurs, select the Send notification to email address check box. In the New Address field, specify the email address to which to send a delivery notification and select the email client type of the specified email address.
Click OK. The file will be delivered to the specified location on the specified schedule.
To verify that you are subscribed to the report or document, click My Subscriptions at the top of any page. The report appears in the File Subscriptions list.