Published at: 2026-09-17
Create a subscription task
Create and manage subscription tasks for reports, charts, or dashboards. Configure push parameters and channels to ensure successful delivery.
Subscription task management overview
Learn about the core concepts, lifecycle, and data type options of subscription tasks to build a foundation for managing your enterprise subscription system. For complete concept descriptions, see Overview.
Create a subscription task
Before you begin
- Confirm that you have view permission for the target chart.
- For email delivery, confirm that a system email is configured and your personal email is bound.
- Each chart or dashboard can only be subscribed to once.
Steps
- On the Reports, Chart, or Dashboard list page, find the target chart.
- Click the chart name to open the details page, then click Subscribe in the upper-right corner.
- In the New Subscription Task window, complete the following configuration and click Save:
- Delivery schedule: Select a frequency (Weekdays, Daily, Weekly, Biweekly, Monthly, or Custom).
- Delivery time: Select a time within 8:00–22:00 (in 5-minute increments).
- Data type: Select Offline Data or Real-time Data.
- Delivery scope: Select recipients and delivery channels (Chats or email).
[!NOTE] Each chart or dashboard can only be subscribed to once.
Configure push parameters
Set the delivery schedule
| Schedule type | Description |
|---|---|
| Weekdays | Delivers only from Monday to Friday |
| Daily | Delivers every day |
| Weekly | Delivers on the specified day of the week |
| Biweekly | Delivers once every two weeks |
| Monthly | Delivers on the specified date each month |
| Custom | Delivers based on custom rules |
Set the delivery time
Select a time within 8:00–22:00, in 5-minute increments.
Set the data type
| Data type | Description |
|---|---|
| Offline data | Static data, generated around 3:00 AM on the delivery date. Supports personalized delivery with personnel variable fields |
| Real-time data | The latest data, with no historical data retained. Opening the subscription task always shows the latest data |
[!TIP] With offline data, if the chart contains personnel variable fields, the system generates reports with different data ranges for different recipients. This enables personalized delivery.
Set trigger conditions
| Trigger condition | Description |
|---|---|
| Do not push empty data | Does not send the subscription message when a recipient has no chart data |
| Alert push | Sends the subscription message when chart data meets the alert conditions |
Set a custom time zone
If your enterprise has enabled the multi-time zone feature, you can set the delivery time based on a custom time zone (usually the recipient’s time zone).
For example, set the sales order details subscription task to deliver at 9:00 AM every day in the UTC+9 time zone. Recipients then receive the subscription file at 9:00 AM UTC+9 each day.
Configure delivery channels
Configure the system email
To use email delivery, first configure the system email:
- Go to Setup > Email Management.
- Click Add System Email and enter the email server configuration.
- After the configuration is complete, users can bind a receiving email address in Personal Settings.
Permission check
When a subscription recipient does not receive deliveries, run a permission check on the Subscription Management page. The system automatically detects the following issues:
| Issue type | Check item | Solution |
|---|---|---|
| Chart view permission | Whether the recipient has view permission for the chart | In Setup, set the chart’s visibility to Public or add visible users |
| Subject view permission | Whether the recipient has view permission for the chart’s subject | Go to Setup > Feature Permissions > Subject and confirm the subject view permission |
| Object view permission | Whether the recipient has view permission for the chart’s related objects | Go to Setup > Feature Permissions > Object and confirm the object view permission |
| Object disabled | Whether a custom object related to the chart is disabled | Go to Setup > Object Management > Custom Object Management and enable the object |
| System email not configured | Whether a system email is configured | Go to Setup > Email Management and add a system email |
| Personal email not bound | Whether the recipient has bound a personal email | The recipient goes to Personal Settings and adds an email address |
| CRM permission | Whether the recipient has CRM permission | Go to Setup > Permission Management and assign CRM permission to the recipient |