Subscribe to BI Reports

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Business Intelligence (BI) reports allow you to view and analyze data from your organization. You can subscribe to individual BI reports to receive emails with report data on a consistent schedule. After you subscribe to a BI report in CXone Mpower, you will no longer need to log in every time you want to view that report. This will help you save time if you consistently check the same data in a report.

Create a Custom Schedule

Default subscription schedule options include Daily, Weekly, Monthly, and Quarterly. If you want to schedule a subscription on a different cadence, you must create a custom schedule first. You cannot create more than six custom schedules. You cannot delete a custom schedule after it has been created. However, you can edit them at any time.

Click the app selector and select Reporting > Schedules.
Click Create Schedule.
Enter a Name for the custom schedule.

Select the Recurrence for the schedule.

Learn more about fields in this step

Field	Details
Daily	Select the Start Date and End Date. This type of custom schedule may be helpful if you only want to receive daily reports for a short period of time.
Weekly	Check the boxes next to the day or days of the week you want to receive the report. This type of custom schedule may be helpful if you want to receive reports twice a week or on a specific day of the week.
Monthly	Choose whether you want to receive reports on a specific date of each month or on a specific week and day of the month. To select a date, click On Day. To choose a day and week of the month, click On. Once the fields populate, choose the interval and day of the week. For example, if you want to receive the report on the first day of every month, you would select On Day and 1. Or if you want to receive reports on the first Monday of every month, you would select On and then choose First and Monday from the drop-downs.

Field

Details

Daily

Select the Start Date and End Date. This type of custom schedule may be helpful if you only want to receive daily reports for a short period of time.

Weekly

Check the boxes next to the day or days of the week you want to receive the report. This type of custom schedule may be helpful if you want to receive reports twice a week or on a specific day of the week.

Monthly

Choose whether you want to receive reports on a specific date of each month or on a specific week and day of the month.

To select a date, click On Day.
To choose a day and week of the month, click On. Once the fields populate, choose the interval and day of the week.

For example, if you want to receive the report on the first day of every month, you would select On Day and 1.

Or if you want to receive reports on the first Monday of every month, you would select On and then choose First and Monday from the drop-downs.

Select a Start Date and End Date for the subscription schedule.
Click Create.

Create a Subscription

You can create a subscription to automatically send emails with Business Intelligence Report (BI) data. This will help you save time if you consistently check the same data in a report. You need to log in to CXone Mpower and run a report at least once before you can create a subscription for it. You can only have ten subscriptions at a time.

You can schedule how often you want recipients to receive emails with report details. If you want to use a custom schedule, you need to create it before creating a subscription. All recipients must have the appropriate permissions enabled for the report in order to receive subscription emails. You can configure whether recipients are permitted to unsubscribe from a report.

Before you create a subscription, consider how you want the report data to be presented in your subscription emails. You may want to adjust the report to your preferred view before you create a subscription. BI Reports allow you to perform actions such as drilling down to more details, or filtering and sorting data. You can also use bookmarks to adjust the data appearing in your subscription.

Click the app selector and select Reporting > Prebuilt Reports.
Select the report you would like to subscribe to from the list.
Complete the report prompt and click Run. The available steps and options will vary for each report.
Click Share in the top right corner of the report and select Subscribe to Dossier.
Enter a Name for the report subscription. This field displays the name of the report and the current date and time by default.
Select whether you want to save the current view of the report as a Bookmark for your subscription or enter the name of a bookmark you have already created. For example, if the report has different tabs, you may want to use a bookmark displaying a certain tab.
Select a Format for the report.
Click the Range drop-down to select how much of the report you want to see in your subscription emails. For example, some reports include widget data in graphs or bar charts in addition to tables. You may want to view just some or all of the available report data.

If you selected Excel as the Format, skip this step. If you selected PDF, open the Attached PDF Settings drop-down to configure things like paper size, orientation, and other display options. Click Back when you are finished.

Learn more about fields in this step

Field	Details
Contents	You can choose to view the report data all on one page, on separate pages, or both. Some visualizations such as grids may require more than one page to view all the rows and columns. You can check the box to expand all grid data.
Paper Size	Options include A3, A4, A5, B4, B5, Letter, Legal, Ledger, Executive, Folio, Statement. Letter is the default.
Orientation	You can choose to view report data in portrait or landscape format.
Display Options	Check the boxes for the Display Options you want. If you select Show Filters, choose where you want them to display.

Click the Schedule drop-down to select how often you want to receive emails with the report data. You can select a default schedule or a custom schedule.
You can enter any notes you want to include in the body of the email.
Enter the email address you would like to receive the report in the Deliver to field. You can enter more than one email address. You can send a preview to all recipients before you subscribe to the report.
Click Subscribe.

You can edit, run, or delete any subscription in Prebuilt Reports > Subscriptions. You can also configure Recipient Details to allow recipients to unsubscribe from reporting emails.