1. Definition and Purpose of Subscription Management

Company managers, employees, or other stakeholders who need to monitor data regularly can subscribe to receive periodic data pushes. By setting a delivery schedule, subscribers receive Reports via Chats or email and can view the data directly there. After subscribing, the system sends the Report results at the designated times. Users receive Report notifications in Chats or their email and can open the Report to review results. This feature is convenient and ensures important data is not missed. For example, a Sales Manager can subscribe to the "Account Visit Frequency Summary" Report and schedule a monthly delivery at 8:00 AM on the 1st. The manager will then receive the previous month’s visit details at the beginning of each month, allowing timely identification and resolution of issues.

2. Delivery Methods for Subscriptions

• Chats: Deliver Reports via Chats
• Email: Deliver Reports to the subscriber’s linked personal email address

3. Subscription Storage Quota

• Each company has a limited amount of storage for subscription deliveries. Reports administrators and CRM administrators can see used and total available storage on the Subscription Management page, and can view the file size for each subscription and each delivery instance.
• When available storage falls below 1 GB, the system displays a warning on the Subscription Management page and sends a Chat notification to the Reports administrator and the subscription creator.
• If a company exceeds its total available storage (the system will send an alert), the Reports administrator must delete historical files to free up space; otherwise deliveries will be blocked. Deletions are irreversible—export and retain files before deleting if needed. Once used storage drops below the total quota, new deliveries will resume normally (the system will not retroactively deliver previously skipped files).