11. Scheduling reports

In Inforiver, you can easily create new subscriptions, manage your existing subscriptions and also manage the subscriptions of your team/organization members. You can generate subscriptions even for high-volume datasets of up to 75K cells.

Inforiver's subscription scheduler lets you do the following:

  • Schedule entire reports, report tabs, or specific pages within a paginated report​

  • Use flexible frequency options – e.g., specific days of the week, month, and more​

  • Create schedules that broadcast to specific users, teams, or entire organization​

  • Send embedded, high-quality executive screenshot right in the body of the email

  • Send only relevant records to recipients by using filters (e.g., only EMEA records to EMEA regional manager) or by starting a dynamic subscription

  • Create one schedule and configure different bookmarks for different destinations

  • Merge multiple report tabs into a single PDF/Excel file and schedule the consolidated extract

  • Publish high-resolution reports containing native charts. A combination of Reporting Matrix/Analytics+ with native charts is however not supported.

This feature requires you to log in to Inforiver Enterprise with your Microsoft 365 account.

In the following sections, we will look at how to create and manage subscriptions.

  1. Create a new subscription - You can create new subscriptions using an intuitive user interface. To learn more, refer to create a new subscription.

  2. Manage your subscriptions - You can manage all your subscriptions from an easy-to-access dashboard. To learn more, refer to manage your subscriptions.

  3. Administration - Inforiver workspace admins can view and manage subscriptions created by all the users in the workspace. To learn more, refer to the administration.

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