Report Services Document Analysis Guide - MicroStrategy

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3 Analyzing Documents in MicroStrategy Web Report Services Document Analysis Guide 8 From the Send drop-down list, specify how the report is included in the email, by choosing one of the following: The options available can vary depending on your assigned privileges. For example, you must have the Web Subscribe to History List privilege to send a document to the History List. You must have the Use Link to History List in Email privilege to send a link to the location of a document in the History List via email. • Data in email: The document is displayed in the email. • Data in email and to history list: The document is displayed in the email and is also delivered to the History List. • Data and link to history list in email: The document is displayed in the email, along with a link to the History List location of the document. • Link to history list in email: A link to the History List location of the report or document is provided in the email. 9 From the Delivery Format drop-down list, select the format to send the document in. • When Excel or PDF is chosen, the report is included as an attachment in the email. • If you select a format other than HTML, you can reduce the size of the attachment by selecting the Compress contents check box. • To avoid large deliveries, choose a delivery format other than Excel. 10 If you selected Plain Text as the Delivery Format, specify the delimiter character, such as a comma or tab, to use to separate values in a document. From the Delimiter drop-down list, select one of the following: • To choose a delimiter from the list, select the delimiter to use, such as Comma or Space. • To specify your own delimiter, select Other, then type the character to use as the delimiter. 11 If the document is grouped/paged, the Expand page-by fields check box is displayed. To view all objects in the Page-by drop-down lists when viewing the document, select the check box. To copy only the objects currently displayed (currently selected in the Page-by field), clear this check box. 136 Subscribing to documents using MicroStrategy Distribution Services © 2012 MicroStrategy, Inc.
Report Services Document Analysis Guide Analyzing Documents in MicroStrategy Web 3 12 In the Subject field, type a description for the emailed report. 13 To display a message in the body of the email, type the text in the Message field. 14 To preview the document delivery, select the Send a preview now check box. The delivery is sent immediately. 15 Expand Advanced Options. 16 If you selected the Compress Contents check box, you can include the document in a zip file: a Select the Password protect zip file check box and type a password for the zip file. b Type a name for the zip file in the Zip File Name field. 17 To select a date when the subscription stops sending the document, complete the following steps: a Select the Do not deliver after check box. b Click the calendar and select the date to stop the subscription. 18 If you selected multiple recipients, the following options are displayed: • Allow recipients to change delivery settings: Select this check box to let the recipients make changes to the settings. For example, the recipient can change the prompt answers for the subscription or change the time of day that the document is sent. • Allow recipients to change personalization: Select this check box to let the recipients make changes to the personalization. This option allows the recipient to edit the subscription options. • Allow recipients to unsubscribe: Select this check box to let the recipients unsubscribe from this scheduled delivery. 19 For a document with prompts, all prompts are displayed. The selections that you make for these prompts will be used whenever the document is delivered. 20 Click OK to save the subscription. A notification that the subscription was created is displayed; click OK to continue. © 2012 MicroStrategy, Inc. Subscribing to documents using MicroStrategy Distribution Services 137
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Book Overview and Additional Resour
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3 Analyzing Documents in MicroStrat
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Report Services Document Analysis Guide - MicroStrategy

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