Reports > Manage Report Subscriptions


Use this page to view and manage report subscriptions.


A Report Subscription allows you to save customized parameters for any uManage report to make it easier and more efficient to see the information you need. With report subscriptions you can create multiple variations of any uManage report to meet your unique reporting needs. A report subscription can be set to run on a periodic basis or included in any of the following:


Report Package - A report package is a group of report subscriptions that run on a scheduled basis.


Client Activity Report - A report subscription can be automatically included in the monthly board packet created by the client activity reporting process.


Board Portal - The report subscription can be displayed on the board portal for board members to access.


User Profile Report - Reports with pre-determined parameters can be created and made accessible to various user profiles eliminating the need for individual users to have access to the reporting module.


Add Report Subscription


Step 1. Navigate to Reports > Manage Report Subscriptions.


Step 2. Select Add Item from the Page Actions drop down menu.



Step 3. Complete the fields in the Report Subscription window. 


Overview Tab


  • Title - Enter a short name for the report subscription. This appears in lists and drop downs.


  • Report Title - Enter the name to display on the outputted report. If blank then the standard report title is used.  Since the same report can be used in multiple report subscriptions with different parameters, the report title can be used to make the report more descriptive to the end user.  Note - This field is optional.


  • Description - Enter a description for the report. If used in the board portal, this description displays along with the title of the report in the report list.  Note - This field is optional.


  • User - Select the user to use for the report subscription. The user is used to limit the available associations when generating the report.


  • Report - Select the uManage report to use for the report subscription.


  • To - Enter the email address that is to receive the emailed report when it is run either manually or on a scheduled basis.  


Note - This field is mandatory.


  • Cc - Enter the email address to copy the emailed report when it is run either manually or on a scheduled basis.  Note - This field is optional.


  • Subject - Enter the subject of the email.  


  • Format - Specify the format of the generated report that is included in the email when it is run on a scheduled basis.  The email includes a link to the report and not the report itself. This is by design as some email servers prevent emails with large attachments.


  • BP Format - This option is available when the report subscription is to be used on the board portal.  Select the desired format to be used when the board member runs the report on the board portal.  


Note - This field is only available when the Board Portal option is clicked in Use in field.


  • Parameters - Click this link to display the parameter window for the report.  The parameters displayed vary based on the selected report.  Select the appropriate parameters and click "Save". Best practice is to use a descriptive report title above that matches the parameters. 


  • Start Date - Enter the start date for the subscription if it is to be sent on a scheduled basis.


  • Disabled - Check to disable the subscription.


  • Use In - Check where the report subscription will be used.  This setting makes the report subscription eligible to be used in the particular item.  


  • Report Package - Check to enable the report subscription to be used in a report package.  Use the Report Package tab to specify in which the report packages the report subscription is to be used.  A subscription can be used in multiple report packages.


  • CAR - Check to enable the report subscription to be used in client activity reporting. Once enabled the report subscription is available on the Manage Client Activity Report Sections page.


  • Board Portal - Check to enable the report subscription to be used in the board portal.  Use the BP Associations tab to specify the associations that have access to the report subscription. The last step to enable the report subscription on the board portal is to specify where on the board portal it is to display.  This is managed on the Portals > Board Portals > Manage Board Portal Report Group page.


  • Include uManage link - Check to include a link to uManage in the emailed report subscription.


  • Scheduled - Check to set the schedule for the report subscription. This enables the scheduling section where the daily, weekly, monthly or yearly schedule can be set.



  • Save to Report History - Check to save subscription to Reports > Manage Report History page when subscription is scheduled.  


NOTE - If report is not scheduled, the "Save to Report History" flag will have to be clicked when report is run manually.


  • Report Packages- Add Report Packages to your subscription. Click the boxes in the drop down menu for all Report Packages you want to add.


  • BP Associations- Select all Associations that will have access to this report Subscription. Select Associations from the drop down menu by clicking the boxes next to each Association you want to add. 


  • Profiles- Select all Profile types that will need access to this subscription by clicking the box next to each profile from the drop down menu.  


  • NOTE- Only profiles that have been added to a subscription will be able to run the subscription manually.


Step 3. Click the Save button to create the Report Subscription.