1. Adding Subscription Tasks

You can subscribe to Reports or Charts from either the list page or when viewing a chart.

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2. Configuring Delivery Schedule, Data Type, and Delivery Method

When creating a subscription task, configure: - Delivery frequency (workdays, daily, weekly, bi-weekly, monthly, or custom) - Data type (offline data or real-time data) - Delivery time (every 5 minutes between 8:00-22:00) - Delivery scope - Conditional triggers

Key notes: 1. Offline data is static and remains unchanged after generation (processed around 3 AM on delivery date). Real-time data always reflects the latest information without historical retention. 2. For offline data, you can select personnel variable fields from charts for targeted delivery. 3. Conditional triggers support: - Skipping delivery when no data exists - Alert-based delivery when data meets predefined conditions 4. Exception notifications: If delivery fails, error messages will be sent to the subscription creator via CRM Reports notifications.

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For multi-timezone enabled organizations, you can configure delivery times based on recipients’ timezones. For example, setting a Sales Order detail subscription for 9:00 AM JST (UTC+9) will deliver files at that local time daily.

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3. Viewing Subscription Tasks

Subscription notifications appear in Chats. Click messages to view content.

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Mobile users can view subscription tasks under Reports Subscriptions.

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4. Disabling/Enabling Subscription Tasks

Disable tasks in Subscription Management.

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Re-enable disabled tasks by filtering for “Disabled Subscriptions”.

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5. Cleaning Subscription Space

• Delete individual subscription histories by clicking “Delete Subscription Records”

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• Bulk delete by generation date (removes all files before specified date)

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• Scheduled cleanup: Automatic monthly deletion of files beyond retention period on the 1st of each month

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6. Common Subscription Issues

6.1 No Chart View Permissions

• Symptoms: Permission validation shows “No chart view permissions” for specific employees

• Solution:

  1. Verify Subject view permissions: Admin > Business Function Permissions > Subject View Permissions

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1. Set chart visibility to public or add authorized viewers

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6.2 No Object View Permissions

• Symptoms: “No object view permissions” error for specific employees

• Solution: Admin > Business Function Permissions > Object View Permissions

• Note: Example Roles [“Account Subscription”] and Objects [“Account”] shown for illustration only

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6.3 Disabled Objects

• Symptoms: “Object disabled” error

• Solution: Admin > Object Management > Custom Object Management > Enable Object

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6.4 Unbound System Email

• Symptoms: Email subscription unavailable when system email isn’t configured

• Solution: Admin > Email Management > Add System Email

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6.5 Employee Email Not Configured

• Symptoms: “No email bound” error for specific recipients

• Solution: Personal Settings > Add Email

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6.6 No CRM Permissions

• Symptoms: “No CRM permissions” error for specific recipients

• Solution: Admin > Assign permissions

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