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Set up a report subscription

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Written by Mohamed Shayan
  1. Open the board or report you want to subscribe to.

  2. Click the Subscribe button in the top toolbar.

  3. Select the Email or Slack tab.

  4. Click + Create New.

  5. Fill in the settings: Delivery Type (Chart or Table), Frequency (Daily, Weekly, Monthly), Time, Timezone, and Channels or Subscribers.

  6. Click Subscribe to save.

Subscribing to a report — click Subscribe, pick Email or Slack, + Create New, set the schedule, then Subscribe.

Animation: Subscribing to a report — click Subscribe, pick Email or Slack, + Create New, set the schedule, then Subscribe.

Note: Subscriptions are created from inside a report or board using the Subscribe button. Settings → Subscriptions is for viewing and managing all existing subscriptions, not for creating new ones.

Note: If no Slack channels appear in the dropdown, the Slack Bot has not been connected. Go to Settings → Setup Slack Bot, follow the instructions to add the Segwise bot to your Slack workspace, then invite the bot into specific channels using /invite @Segwise in Slack.

Tip: Click the Send Test button before saving to confirm the delivery looks as expected and the Slack bot is correctly connected.

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