Create a Report Subscription

When subscribing to a report, there are more options for Application Administrators than regular users of an application.

Note: Application Administrators can send subscriptions to multiple recipients, while users can only send subscriptions to themselves.

To create a report subscription:
  1. Click REPORTS & CHARTS in the Page bar. Click the name of the report to open, then click More > New subscription on the Page bar at the top of the report.

    OR 

    Select a table from the Table bar, click SETTINGS, then click + next to Notifications, subscriptions, & reminders. Select Subscription, then click Create.

  2. In the Subscription Name text box, enter a name for the subscription. QuickBase uses this name to identify the subscription.

  3. Create the subscription using the options described in the Email Subscription Options section, below.

  4. Click Save on the Page bar to save your changes.

To rename a report subscription:
  1. Edit the subscription.

  2. In the Subscription Name text box, enter a new name for the subscription.

  3. Click the Save button in the Page bar to save your changes.

To send a test subscription:

After saving the subscription, you can send a test to the recipients to make sure that it will be sent and all the intended recipients will get it. To do so: 

  1. Edit the subscription, then click the Save button in the Page bar to save your changes.

  2. Click Send Test Email on the Page bar. QuickBase will send the test email three minutes later. If the confirmation message shows that the email was sent, check with the recipients to make sure they received it.

Note: If the subscription is deactivated, no test email can be sent.

Email subscription options

The New Subscription page lets you set up your report subscription. You can specify:

For application administrators

Application administrators can create new subscriptions from the Notifications, subscriptions & reminders settings page.

Application administrators only can specify additional details about the email:

Related Topics:

 

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