INTRO TO REPORT BOOKMARK AND SUBSCRIPTION FEATURES

The RICS Reporting Update replaces batches with new features: Bookmarks and Subscriptions.

The RICS team ran all of your batched and saved reports to make them accessible in the new Report Manager. These reports, along with their options and criteria, will display in the Report Manager and be Bookmarked:

• Saved Reports: REPORT NAME with Bookmark "Saved"

• Batch Reports: REPORT NAME with Bookmarks "Batch", Store #, and Batch Name

To find your Bookmarked reports (i.e., old 'batches'), you'll use the search feature described in the instructions below.

We recommend using the bookmark feature to organize reports by groups to efficiently find and run them (note: this replaces the old 'batch' concept). To automate running reports, use the Subscription feature to schedule a group or individual reports to run and deliver them to email recipients, FTP destinations, or other RICS users.


BOOKMARK REPORTS
Follow the steps below to assign a Bookmark(s) to report(s).

1. In the RICS Back Office, go to Reporting :: Report Manager

2. Enter the report name in the Search box, then click Enter or scroll through the report list to locate a report

3. Click the report

 

Note: After the report is selected, a Report Options menu will display to the right of the screen

4. Click the Add a Bookmark field

5. Enter a bookmark name, then click Enter

Note: After Enter is clicked, the bookmark will turn blue and will display next to the report in the Report History

Report Options Menu:

Report History:

6. Repeat Steps 2-5 until you've organized all of the reports you want to routinely run or schedule as a group

7. To search for a bookmark, enter the bookmark name in the Search box, click Enter


SUBSCRIBE TO REPORTS
Follow the steps below to subscribe and setup automated reporting.

1. In the RICS Back Office, go to Reporting :: Report Manager

2. Enter the report or bookmark name in the Search box or scroll through the report list to locate a saved or batch report(s)

 

Note: To subscribe to multiple reports at once, click Multi Select

3. Select the report(s) you want to schedule

4. Click Subscribe

5. Select and enter the necessary information to setup a report subscription

Subscription Settings:

Subscription Name – Enter a name to display on the Report Manager screen and as the subject of the email.

Email Recipients – Enter the email address or addresses of the individuals who will receive the report(s).

Preferred Time (EDT) – Enter the time a report(s) will start processing.

Delivery Frequency – Use the dropdown to select when a report will be delivered:

Weekly: Click each day to select the day(s) of the week.

Monthly: Use the dropdown to select a day of the month.

Yearly: Use the dropdown menus to select a Month and Day.

6. Click Subscribe

Note: To edit report subscriptions, click on the Future section of Report History, locate the subscription, click Edit and make the necessary changes

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