Email Subscriptions

Email Subscriptions

Subscribe to views to receive scheduled email reports with the latest data matching your view's configuration.

What is a Subscription?

A subscription:

• Links to a saved view
• Sends emails on a schedule (daily, weekly, or monthly)
• Delivers view data to specified recipients
• Runs automatically based on configured frequency

Subscription Properties

Frequency Options

Day of Week Values

Creating a Subscription

Via Dashboard

1. Navigate to Portal → Views
2. Find the view to subscribe to
3. Click Subscribe or the bell icon
4. Configure subscription settings:
   • Frequency (daily, weekly, monthly)
   • Send time (e.g., 09:00:00)
   • Timezone (e.g., America/New_York)
   • Recipients (email addresses)
   • Day of week/month (if applicable)
5. Click Create Subscription

Subscription Input

Managing Subscriptions

View Your Subscriptions

1. Navigate to Portal → Views
2. Subscribed views show a bell icon
3. Click the bell to view/edit subscription

Edit Subscription

Editable properties:

Pause/Resume

Toggle the isActive flag to pause or resume emails:

1. Find the subscription
2. Toggle Active switch
3. Changes take effect immediately

Delete Subscription

1. Navigate to the subscription
2. Click Delete or Unsubscribe
3. Confirm deletion

Email Content

Subscription emails include:

Timezone Handling

Times are stored and processed in the configured timezone:

Common timezone values:

• UTC - Coordinated Universal Time
• America/New_York - US Eastern
• America/Chicago - US Central
• America/Denver - US Mountain
• America/Los_Angeles - US Pacific
• Europe/London - UK
• Europe/Paris - Central European
• Asia/Tokyo - Japan

Recipients

By default, the subscription owner receives the email. Add additional recipients:

{
  "recipients": [
    "team@example.com",
    "manager@example.com"
  ]
}

Example Configurations

Daily Morning Report

{
  "viewId": "view_123",
  "frequency": "daily",
  "sendTime": "08:00:00",
  "timezone": "America/New_York",
  "recipients": ["sales@company.com"]
}

Weekly Friday Summary

{
  "viewId": "view_456",
  "frequency": "weekly",
  "sendTime": "17:00:00",
  "timezone": "America/Chicago",
  "dayOfWeek": 5,
  "recipients": ["manager@company.com"]
}

Monthly First-Day Report

{
  "viewId": "view_789",
  "frequency": "monthly",
  "sendTime": "09:00:00",
  "timezone": "UTC",
  "dayOfMonth": 1
}

Troubleshooting

Email Not Received

Wrong Send Time

Ensure timezone is correctly set. All times are relative to the configured timezone, not UTC.