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Add Subscription

A subscription sends the report results for an investigation to recipients via email as an attachment.

Click Investigate in the application header bar to open the Investigations interface. Then click a folder in the navigation pane to access a saved investigation. An investigation is located in the folder where you saved it.

Click the Subscriptions link to open the Subscription to window. You can specify recipients to receive this report as an email attachment in a specified format.

Subscription window

note

This option requires a configured email server. If you don't meet this requirement, a message appears in the window. See theEmail Page topic for additional information.

Subscribe to an Investigation​

To subscribe to an investigation:

Step 1 – From the investigation you want, click Subscriptions. The Subscription window opens.

The name of the respective investigation appears as a link. Click it to view the filter defined for the investigation.

Step 2 – By default the subscription is enabled. You can disable it with the toggle button by the window name.

Step 3 – Modify the subscription name as desired in the Subscription name field. The default name is: Subscription for \{\{Investigation_Name\}\}. The application replaces this variable with the name of the investigation. The + button opens a variable menu for the field.

Step 4 – Enter the email addresses for the recipients of this report subscription in the Recipients box.

Step 5 – Set the start date, time, and timezone for the selected frequency:

  • Start date – This field opens a calender. You can also enter a date in the field.
  • Time – This field opens a clock. You can also enter a date in the field.
  • Timezone – This field opens a dropdown menu. Select the timezone you want.

Step 6 – Set a frequency. Options in the Frequency dropdown menu are: Once, Daily, Weekly, and Monthly. Ensure the frequency doesn't exceed the "Time to Retain" settings for the System Jobs configured in the System Settings interface.

Step 7 – There are two additional settings in the Advanced Options section. Click the arrow to expand this section.

Step 8 – Modify the email subject line in the Email subject field as desired. The default name is: Subscription to\{\{Investigation_Name\}\} at {{Date}}. The application replaces these variables with the name of the investigation and the date of the report. The + button opens a variable menu for the field.

Step 9 – Set the file name in the File name field. The default name is: \{\{Investigation_Name\}\}_{{Date}}. The application replaces this variable with the name of the investigation. The + button opens a variable menu for the field.

Step 10 – Select the file format for the export from the dropdown menu: CSV, PDF, JSON, Excel Viewing.

Step 11 – Click Save. The Subscription export window closes.

The subscription appears on the Subscriptions and Exports page of the Investigations interface.

See the Subscriptions and Exports Page topic for additional information.