REPORTS: Report Subscriptions in Curriculum

Tiffany Winters

Modified on: Fri, May 2, 2025 at 3:02 PM

Table of Contents

Overview

Report Subscriptions allow admins to automatically send any report to any user on a given cadence. This can help admins distribute daily reports to curriculum teams, share weekly updates with program owners, or distribute monthly course update reports to their teams.

Access to Report Subscriptions is controlled by RBAC.

Creating a Subscription

Step 1: Navigate to Curriculum Management > Reports.

Step 2:

Click the “Subscriptions” button to open the Subscriptions menu for a given report.
You’ll see a “Subscriptions” button associated with each Saved View Report for your Saved Views, PDF Reports, and CSV Reports.

Step 3: To create a new Report Subscription, click “Add New Subscription.”

Step 4:

Configure all of the details of this individual subscription in the “Subscription Configuration” modal.
Any report can have multiple subscriptions. This modal customizes the settings for the individual subscription you’ve selected.
The modal includes:

Report Name

This field will be locked. It contains the Saved View Name or the name of the default PDF or CSV Report.

Report Description

Give this individual subscription a description that will appear in the Report Subscriptions modal to help you identify this subscription later.

Cadence Setup: Send Report

This option determines how often the report will be sent (daily, weekly, or monthly.)

Cadence Setup: At

This option determines the time at which the report will be sent.

Roles and Users

These options determine the recipients of the report.
“Roles” allows the report creator to send a report subscription to all users who have the selected Role.
“Users” allows the report creator to send the report to individual users.
Some users may not have permission to subscribe other users to Report Subscriptions. In that case, a user will not see the “Role” option and will see their own name in the “User” section, with no option to edit that section.
For users who do have the ability to subscribe other users to Report Subscriptions, Roles and Users can be used within the same Subscription so that the Subscription creator can send a report to a Role(s) and to an individual User(s).
Roles and Users behave independently of one another, which means the following:
- A user may add one Role or multiple Roles to a Subscription without being required to add Users.
- A user may add one User or multiple Users to a Subscription without being required to add Roles.
- To select a User, it is not required to select the Role of that User (or any Role) first.
- A user may add both Roles and Users to a Subscription. This may include individual Users whose Roles are not selected.
- A Subscription creator may choose the Admin and Event Coordinator Roles, and then add Stacy Smith (User) whose role is Facilities Manager. All Admins, all Event Coordinators, and Stacy Smith will receive this Subscription.

Message

This part of the Subscription Configuration modal allows the report creator to select an email subject and body.
This subject and body should generally be used to explain the content and purpose of the email and report the recipient has received.

Step 5: Click “Save” to save the Report Subscription.

Viewing & Editing Subscriptions

You can open the Report Subscriptions modal – by clicking on “Subscriptions” next to any report – to create more subscriptions for an individual report and to view and edit existing subscriptions.
You might want to create multiple subscriptions for one report if one group of users needs that report on a more or less frequent cadence or with a wider or more narrow data scope than another group of users.

Time Zones

The cadence selected in the report subscription creation modal is based on the school’s time zone.
Report subscription recipients receive reports based on the time zone selected in this setting. This means that if a report is set for 7:00 AM and the school’s time zone is PST, reports will send for all recipients of that subscription at 7:00 AM PST. Recipients in EST will receive the report at 10:00 AM EST.

Additional Notes

Report Subscriptions are not currently school-wide. This means that Report Subscriptions created by one user are not visible to another user.
The suggested use of Report Subscriptions is for admin users to create Report Subscriptions for other users and to limit access to the feature for non-admin users. This limits confusion and prevents duplicate subscriptions from being created.
Report Subscriptions are sent at ten minute intervals. For example, a subscription set to send at 10:01 AM will arrive at 10:10 AM.