Subscriptions

View all subscribed reports; learn how to get vital project updates automatically via email at a frequency of your choosing

Updated over a week ago

Using an older version of VDR? This article covers features and functionality for the latest version of our VDR. If you're using an older version, please refer to Subscribe to report [old VDR] for relevant information.

Subscriptions are an easy way to stay up to date with key changes within your project.

Reviewing subscriptions

To view all your subscribed reports, select Subscriptions from the left panel. On this page, you can Edit and Delete subscriptions as required using the options available. Click and hover and the icons appear on the right side of the subscription.

Subscribing to a report

You can subscribe to any of the reports available in the left panel. This includes:

  • Activity log

  • Data storage

  • Engagement matrix

Use the following steps to set up a report subscription:

  1. Choose your report type: select a report from the left panel.

  2. Set up report: customize your report as required.

  3. Subscribe: click the Subscribe button and adjust the settings.

💡 To subscribe to a report, click the Subscribe button (found in the top right of each report) and set frequency as required.

You can edit the following details on this screen:

  • Name: the title of your report.

  • Frequency of report delivery: how often the report is sent.

  • Reporting period: the chosen period your report covers.

  • Start sending: the date from which the subscription starts sending the report.

💡 For Data storage report, you may toggle if the report is to be triggered Upon changes. This allows you to receive notifications at the frequency set only if there are changes to data storage.

Edit and select each option as required. Once this is all set up as required, click Subscribe.

Any report subscriptions carried across into the updated version of Subscriptions can only be viewed and deleted.

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