When subscribing to a report, Application Administrators have more options than regular users of an application. Application Administrators can send to multiple recipients, while users can send only to themselves.
User and application managers can set up a subscription for shared or personal reports using either of these paths:
Clicking the Email > Subscription link at the top of any report displayed on the screen
Selecting Customize > Personal Automated Emails to set up subscriptions for any report they can access.
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Application administrators only can also choose to set up a subscription to any report by selecting Customize > Create a new > Email > Subscription. QuickBase asks the application manager to specify the table for which they'd like to set up the subscription.
Note: Application administrators can also create a subscription to a report by selecting Help > Application Site Map > Custom Emails.
The New Subscription page lets you set up your report subscription. You'll be able to specify:
The report for which you want to set up the subscription. You can create subscriptions for both shared and personal reports.
How frequently you want to email the report. You can choose:
Daily
Weekly. If you choose this option, you'll need to also choose a specific day of the week.
Monthly. If you choose this option, the email will be sent on the first day of each month.
The recipient of the report.
If you are an application manager (a user with full management rights on the application), you'll be able to choose yourself, all users with access, or users in a particular role.
If you do not have full management rights on the application, you'll be able to choose only yourself.
Application administrators only can specify additional details about the email. Application administrators can specify:
The email address that should appear in the From field in the email:
If you want the subscription to come from QuickBase, choose notify@quickbase.com.
If you want the subscription to come from the application manager, choose The Application Manager.
Custom text for the subject and body of the email. If you don't specify anything here, QuickBase uses a generic message.
What's the difference between an application manager and an application administrator?