Scheduling a document

Before you begin

To create a subscription for yourself, you must have the Administer Subscriptions privilege. A system administrator can also subscribe users to documents. System administrators also create the subscription schedules that you can choose from, such as First of Month, At Close of Business, and so on. See Subscribe to Reports and Documents for information on the system administrator task.

Steps to schedule a document

Scheduling a document, or subscribing to a document, automatically delivers a document to one of the following, on a regular schedule:

• The History List, which is a folder where report and document results can be stored. When a scheduled document runs, a message appears in your History folder. Double-clicking the message retrieves the document or, if the document failed, the error message.

• To the cache, which is the stored result set from an executed document, or the definition and data of a previously run document. Using caches improves the query response time when the document is run again. For general information on document caches, see Caching documents. This type of subscription is available only if you have the Administer Caches privilege.

• A mobile device, using MicroStrategy Mobile. This type of subscription is available only if you own the MicroStrategy Mobile product. For general information about MicroStrategy Mobile, see the MicroStrategy Mobile Administration Help.

If you have purchased a Distribution Services license, you can use MicroStrategy Web to create subscriptions for documents to be emailed to users, saved as Excel or PDF files, or printed. For more information, see Subscribing to documents using MicroStrategy Distribution Services.

To schedule a document

1. To subscribe to a document, do either of the following:

   • Execute the document

   • Select the document in MicroStrategy Developer

2. From the Filemenu, point to Schedule Delivery To, and select the type of subscription to create:

   • To schedule a History List message, select History List. The History List Subscription Editor opens.

   • To schedule a cache update, select Update Cache. The Cache Update Subscription Editor opens.

     The Update Cache option is available only if you have the Administer Caches privilege.

   • To schedule a Mobile delivery, select Mobile. The Mobile Subscription Editor opens.

     The Mobile option is available only if you own the MicroStrategy Mobile product.

3. In the Name field, type a name for the subscription. The default name is the name of the document and the time that the subscription is created.

4. From the Schedule drop-down list, select a schedule to control how often the subscription occurs.

5. To execute the document immediately after the subscription is saved, select the Run subscription immediately check box.

6. If you are creating a History List subscription, you can specify that newer versions of the document overwrite any previous versions of the document in your History List, by selecting the The new scheduled report will overwrite older versions of itself check box.

7. By default, a subscription continues to run until it is deleted. To end the subscription on a specific date:

   1. Select the Expire subscription on check box.

   2. Use the drop-down calendar to select the date that you want the subscription to end.

8. You can specify that you are emailed when the subscription executes:

   1. Select the Send notification to email address check box.

   2. Select an email address from the drop-down list.

9. Click OK to save and close the Subscription Editor. The subscription is created and the document is delivered, according to the schedule.

Related Topics

• Scheduling a report

• Subscribing to documents using MicroStrategy Distribution Services