Strategy ONE

Create SharePoint Subscriptions

Starting in Strategy One (March 2025), you can use Microsoft SharePoint subscriptions to deliver dashboards, documents, or reports to your SharePoint environment based on time intervals or events. You can select one or more dashboards, documents, or reports in a variety of formats, define a schedule and message, and specify settings for the subscription object.

Prerequisites

  • You must have the Subscribe to Microsoft SharePoint privilege.

  • Before you create a subscription, Create a Delivery Device.

Create a SharePoint Subscription

  1. Open the Workstation window with the Navigation pane in smart mode.

  2. In the Navigation pane, inside the Administration group, click , next to Subscriptions.

  3. Choose an environment and project, then click Select.

  4. In Name, enter a descriptive name for the subscription.

  5. Expand the Type drop-down list and choose SharePoint.

  6. To add content to the subscription, click in the Content pane. Select up to six pieces of content to add to one subscription, including dashboards, documents, and reports. The content must all come from the same project. Click Select.
  7. In the Content pane, click More next to each dashboard, document, or report.
  8. Change the delivery format. Supported formats for dashboard attachments are PDF and .mstr files. Supported formats for reports are CSV, Excel, HTML, PDF, and plain text files.

    • If you select Plain Text, select the delimiter character from the Delimiter drop-down list.

    • If you select PDF for a dashboard, you can define PDF settings such as the range, page size, and showing page numbers. Click Settings to display the PDF Settings window, define your settings, and click Save.

    • To send the same content in different delivery formats, add the content multiple times and choose different delivery formats for each.
  9. In Schedule based on, choose from time-based schedule objects or event-based triggers. Depending on your environment, you can also choose an expiration date for the subscription in Expire on and Timezone.
  10. In File Name, optionally type a new file name for your content. You can include macros, attributes, and metrics that dynamically change based on your parameters. To choose from a list of available macros, attributes, and metrics, type {& or {.
  11. In Delimiter, optionally type a symbol to identify the symbol used to separate text strings in the File Name. The following delimiters are not supported * , / , \ , < , > , | , ? , and ".
  12. In SharePoint locations from, choose from a sub-folder in your SharePoint delivery device or a user with a defined SharePoint delivery device.
    • If you choose Sub-folder, expand the Subscription Device drop-down list and choose the delivery device you want to use.
    • If you choose Users, type a name or click Add User, select a user, and click Update.
  13. To run the subscription as soon as you save, select the check box next to Run the subscription immediately after saving.
  14. Click Save.

Related Topics

To enable email notifications when SharePoint content successfully delivers or fails to deliver, see Enable email notification for SharePoint delivery.

Manage Subscriptions

Create a Delivery Device