Find Query Subscriptions

You can subscribe to a saved find/query definition which automatically queues an Email that sends the find results attached as a .csv file. If there is a custom report associated with the find, the results will be sent using the report format. There can be multiple subscriptions so that specific recipients can have different schedules.

You must have the “Email Find Results” permission to add or edit a find subscription. See Users or Users (Classic Operations App).

How to Add a Subscription

You cannot subscribe to a find that requires user input.

  1. Go to the Query Management tab.

  2. Select the find.

  3. Click the action menu on the left of the form and select Subscribe.

  4. Click the icon with the + on the left.

How to Edit a Subscription

  1. Go to the Query Management tab.

  2. Select the find.

  3. Click the action menu on the left of the form and select Subscribe.

  4. Click the subscription you would like to edit.

How to Delete a Subscription

  1. Go to the Query Management tab.

  2. Select the find.

  3. Click the action menu on the left of the form and select Subscribe.

  4. Right-click on the subscription and select Delete.

Subscription Form

Quick Tip: Click the Run Now button at the bottom of the form will execute the find immediately.

Field Name

Description

Field Name

Description

Message Format

The selected “Email Find Results” message type message format for the subscription.

To add or edit a message format see Email Find Results.

Email Address

The email address(s) for the recipients of the subscription.

Generate this email report even if there are no issues found and the attachment is empty

When checked, an email will be sent even if the find results are empty.

When unchecked, emails will not be sent if the find results are empty.

Recurrence Pattern

How often the email should be sent.

  • Daily

    • Every ___ days

    • Everyday

  • Weekly - Recurrence every ___ weeks and the selected day(s) of the week.

  • Monthly

    • Days _____ of every ___ months - Listed days of the month for recurrence.

      • Use a comma-separated list to choose specific days (Tip: to choose the last day of the month, type “L”). For example "1,15,L" will post on the first, the fifteenth, and the last day of each month.

    • The first, second, third, fourth, or last day, weekday, weekend day, or day of the week of every ___ months

  • Minute Interval

  • Second Interval

Occur at

The time of day that the email should be sent.

Active/Inactive

  • Active - Emails will be sent based on the Recurrence Pattern and Occur at time.

  • Inactive - Emails will not be sent.

Next run time

The date and time that the emails will be sent next.

Last Ran at

The last date and time that the emails were sent.

Error text

Error message if an error occurred the last time the find was ran.