1. Add subscription task
You can subscribe to the corresponding report or statistical chart both on the list page of the chart and when viewing the chart.
2. Select delivery time and delivery method
When creating a new subscription task, select the sending cycle of the subscription (weekday, daily, weekly, monthly, custom), push time (8-22 on the hour), and push range.
If the enterprise has enabled the multi-time zone function, the push time can be set according to the custom time zone (generally select the time zone where the recipient is located). The subscription task will push the subscription task according to the time in the custom time zone. For example: Set the subscription task of sales order details to push the subscription task at 9:00 every morning in the East Ninth District. Then the recipient will receive the subscription file at 9:00 am in East Nine District every day.
3. View subscription tasks
You will receive a subscription notification in Qixin News, click on the message to view the subscription content
The mobile terminal can view the click task in the report subscription
4. Cancel/Resume Subscription Task
Subscription tasks can be unsubscribed in subscription management
Subscription tasks can be resumed in subscription management canceled subscriptions
5. Clean up subscription space
- Click Delete on the subscription management page to delete all historical subscription files of a subscription task.
- Click Delete on the subscription management page to delete the historical subscription file of a subscription task for one day.
- Batch delete - delete by generation date: delete all subscription files before a certain point in time
- Batch delete-periodic delete: regularly delete all subscription files outside the retention period calculated by the generation date on the 1st of each month
