Users can subscribe themselves to any custom report in Folio. Folio will email the user a PDF of the report at the subscribed frequency. To subscribe to a report follow these steps:
- Report Subscriptions can only be created on custom reports. To find a custom report or create one click here.
- Select a custom report and on the right hand side of the screen you will see a menu called 'Report Subscription'. Click on the words 'Click to subscribe to this report'.
- Choose to have the report sent to you at the start of every week, month, quarter, half-year or year.
- Choose to have the report sent as either a PDF or Spreadsheet.
- Click on the subscription to Edit it and to stop a subscription, click Unsubscribe.
- The subscribed report will be sent to you as your chosen format via email.
Note: If the exported report exceeds the maximum attachment filesize of 25MB then the email will not be sent to the subscribers.