Subscriptions Back to Previous

The options to subscribe to reports in Vector Securities allows you to automatically generate a report once an event occurs. The most common event is when new data is made available in the application, but there are additional events. When the specified event occurs, the report is automatically run and delivered as defined in the subscription setup.

If the report being requested includes prompts (e.g., selection list of States, and/or period) the parameters for the prompts will be determined by the access point for the subscription setup:

· Viewing report output - if you are setting up a subscription while viewing report output, the prompt parameters from your report request will be updated to the subscription. These parameters will be used each time the subscription is run. See note below on multiple subscriptions set up or one report.

· Subscription options from Shared or My Reports folders - if you are setting up a subscription from the report option in either Shared or My Reports, the subscription setup page will include the report prompts for you to specify the parameters for the subscription. Once the prompts are defined, they will be used for every scheduled run of the report. See note below on multiple subscriptions set up or one report.

Note: You may define as many subscriptions for one source report as needed to specify different report prompt parameters. The only requirement for setting up multiple subscriptions is to assign a different name to each one. The subscription names MUST be unique. When defining a subscription, the naming convention uses the report name and a system date/time stamp to ensure that the auto-assigned name is unique.

The delivery methods are as follows:

· History List - the report output is placed in your History List and is available for your review

· Email - the report output is sent via email to the address specified in the subscription setup

· File - the report is packaged and exported to the specified file format in the subscription setup

History List Back to Previous

When defining a subscription to History List, the report is automatically run once the specified event occurs. The output will be placed in your History List and, if specified, an email notification is forwarded to the address you entered for the subscription.

The following subscription setup page is presented to define a subscription to History List.

	Name and Report You can specify the file name for the output report. This defaults to the Report Name with a date/time stamp, but may be changed as needed. When defining multiple subscriptions for one report, the subscription names must be unique. The source Report Name as it appears in Vector Securities is displayed as output only.
	Schedule This option allows you to specify the event that will generate the report. The options are on data update which will run the report automatically when new data is posted.
	To This option automatically inserts your user account. This cannot be changed. Run Subscription Immediately When checked, the Run Subscription Immediately option will send a preview of the report to your History List when you click the OK button to update the subscription.
	Advanced Options You must specify if you wish to overwrite any existing report of the same name in your History List and the cutoff date for delivery of the subscription report. If you check the box to overwrite older versions of itself in the History List, when the subscription is run (either on the scheduled event or by checking Run Subscription Immediately), any report that was run as a subscription with the same name will be deleted from your History List (Note: Reports with the same name NOT run as a Subscription will NOT be deleted).
	Delivery Notification You may request an email notification when the report is generated and placed in your History List.

Email Back to Previous

When defining a subscription to Email, the report is automatically run once the specified event occurs. Where the output is placed depends on the option you specified for delivery; there are four options as follows:

· Data in Email - embeds the data in an email to the specified address with NO output to History List

· Data in Email and History List - embeds the data in an email to the specified address AND outputs to History List

· Data in Email and Link to History List - embeds the data in an email to the specified address AND outputs to History List with a link to your History List in the email

· Link to History List in Email - NO data is embedded in the email, output is placed in your History List with a link to the History List in an email to the specified address

The following subscription setup page is presented to define a subscription to Email:

	Name and Report You can specify the file name for the subscription report. This defaults to the Report Name with a date/time stamp, but may be changed as needed. When defining multiple subscriptions for one report, the subscription names must be unique. The source Report Name as it appears in Vector Securities is displayed as output only.
	Schedule This option allows you to specify the event that will generate the report. The options are on data update which will run the report automatically when new data is posted.
	Email Details This set of options allows you to specify the recipient email address, the option for delivering the data (see list above), the subject and message to be added to the email when sent. The Delivery Format allows you to specify the file format for the data in the email. If you select a file format other than HTML, the compression option is enabled and, if selected, the Advanced Options allows you to specify the zip file details. When checked, the Send a Preview Now option will send a preview of the report via email when you click the OK button to update the subscription.
	Advanced Options These options allow you to specify details on the zip file. The compression options are disabled for HTML format. When you select any other file format (e.g., Excel), you may compress the file. You may specify a cutoff date for the delivery.

File Back to Previous

When defining a subscription to File, the report is automatically run once the specified event occurs. The output is placed on the FTP server for your user account and, if enabled, an email is sent to the specified address with a link to the FTP server. The file format for the export is defined in the subscription and may be one of the following:

· HTML - output is formatted in an HTML page

· PDF - output is formatted in a PDF file

· Excel - output is formatted in an Excel file

· Plain Text - output is formatted in a standard text file

· CSV - output is formatted in a text file with comma separate values

The following subscription setup page is presented to define a subscription to File:

	Name and Report You can specify the file name for the subscription report. This defaults to the Report Name with a date/time stamp, but may be changed as needed. When defining multiple subscriptions for one report, the subscription names must be unique. This field is not presented when you select the Send Now option for delivery. The source Report Name as it appears in Vector Securities is displayed as output only.
	Schedule This option allows you to specify the event that will generate the report. The options for running the subscription allow you to specify on data update or Send Now which will run the subscription on demand this one time. Note: If you select Send Now, the subscription is run immediately and not retained. If you access an existing subscription that is set up to run for data update and change it to Send Now, the existing subscription will be deleted after it is run. When something other than Send Now is selected, there is a Send Preview Now checkbox that will send a preview of the report via the delivery method (e.g., email, file, History List) when you click OK to update the subscription.
	Location and Delivery Format This identifies the location for delivery; the location is hard coded to the FTP site for Vector Securities. You must alos specify the format of the file being delivered. You have the option of compressing the output file prior to delivery and specifying the file name. If you have selected any delivery method other than Send Now, you will see the Send a Preview Now checkbox under the File Name. When checked, the Send a Preview Now option will send a preview of the report via the delivery method selected when you click the OK button to update the subscription.
	Advanced Options These options allow you to specify details on the zip file if you have chose the option to compress the output. You may specify a cutoff date for the delivery.
	Delivery Notification You may request an email notification when the report is generated and placed in your History List.