1. Add a Subscription Task

You can subscribe to a Report or Chart from the Chart list page or while viewing a Chart.

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

When creating a new subscription task, select the delivery frequency (Workdays, Daily, Weekly, Biweekly, Monthly, or Custom), data type (Offline Data or Real-time Data), delivery time (every 5 minutes between 8:00–22:00), delivery scope, and whether to trigger delivery conditionally.

Details:

1. Offline Data is static: once generated the data does not change. Offline snapshots are generated around 3:00 AM on the delivery date. Real-time Data is always current and does not keep historical snapshots; each time you access the subscription task you receive the latest data.

2. When Data Type is Offline Data, you can choose a user/personnel variable field from the Chart to personalize subscription delivery.

3. Conditional triggers support skipping delivery when there is no data (i.e., if recipients have no Chart data, no subscription is sent) and alert-triggered delivery (i.e., send only when data meets Chart alert conditions).

4. Delivery exception notifications: after a subscription task is configured, if delivery encounters an error, the task’s exception details are pushed to the subscription editor’s CRM report notifications.

If your organization has multi-timezone enabled, set delivery times according to a custom timezone (typically the recipient’s timezone). Subscription tasks will send according to the selected timezone. Example: if you schedule a Sales Order detail subscription to deliver daily at 9:00 AM in UTC+9, recipients will receive the subscription file at 9:00 AM in UTC+9 every day.

3. View Subscription Tasks

You will receive subscription notifications in Chats. Click the message to view the subscription content.

On mobile, you can view subscription tasks under Reports > Subscriptions.

4. Disable / Enable Subscription Tasks

You can disable subscription tasks in Subscription Management.

To re-enable a disabled subscription, filter for Disabled in Subscription Management and enable the task.

5. Clean Up Subscription Storage

• On the Subscription Management page, click Delete Subscription Records. Deleting a subscription task removes all historical subscription files for that task.

• Bulk delete — Delete by generation date: remove all subscription files created before a specified date.

• Bulk delete — Scheduled cleanup: on the 1st of every month, automatically delete all subscription files older than the configured retention period (calculated by generation date).

6. Subscription FAQs

6.1 No access to the Chart

• Scenario: When a subscription recipient lacks Chart view permission, the permission check will report that the specific user has no access to the Chart, or Subscription Management will show “No permission to view Chart.”

• Resolution: First confirm that the Subject has view permission in Admin > Feature Permissions > Subject view permission.

After confirming Subject-level permission, verify the Chart’s own visibility. Set the Chart visibility to Public or add specific viewers.

6.2 No access to the Object

• Scenario: When a subscription recipient lacks object view permission, the permission check will indicate the specific user lacks object permission, or Subscription Management will report “No permission to view object.”

• Resolution: Admin > Feature Permissions > Object view permission.

• Note: The Role “Account Subscription” and Object “Account” shown in the images are examples; investigate each case specifically.

6.3 Object is disabled

• Scenario: Permission check reports the object is disabled, or Subscription Management shows “Object disabled.”

• Resolution: Admin > Object Management > Custom Object Management > Enable the object.

6.4 System email not bound

• Scenario: If the system has no bound email account, you cannot select email delivery for subscriptions.

• Resolution: Admin > Email Management > Add System Email.

6.5 Employee has not bound an email

• Scenario: When a recipient has not bound an email, the permission check will indicate the user has no bound email, or Subscription Management will report that specific user has no bound email.

• Resolution: Personal Settings > Add Email (user-level).

6.6 Employee lacks CRM access

• Scenario: When a recipient does not receive subscriptions, the permission check will indicate the user lacks CRM access, or Subscription Management will report that specific user has no CRM permission.

• Resolution: Admin > assign CRM permissions to the user.