Quick BI:Manage Subscription Tasks

Go to the Subscriptions Page

1. Log on to the Quick BI console.

2. In the top navigation bar, click Subscriptions.

   The Subscriptions page appears.

Query a Subscription Task

Organization members can query their own subscription tasks. Organization administrators can query and manage subscription tasks created by all members in their organization.

1. Go to the Subscriptions page. For more information, see Go to the Subscriptions Page.

2. On the Subscriptions page, click the Subscription Task tab. In the search box, enter a keyword to find a subscription task.

   You can also filter by status, or search by task name or owner.

   • 1: Select the state of the subscription task to query.

     Each subscription task has two states: Enabled and Suspended.

   • 2: Select the name or owner of the subscription task to query.

Get the URL Trigger Address

For a subscription task that uses the trigger method of URL trigger, you can obtain the URL trigger address from the task list in the following ways:

• In the Trigger Method column for the task, click the copy icon to copy the URL trigger address.

• Click the more icon in the Actions column and select Details. You can then copy the URL trigger address from the Configure URL Trigger dialog box.

Modify a Subscription Task

1. Go to the Subscriptions page. For more information, see Go to the Subscriptions Page.

2. On the Subscriptions page, on the Subscription Task tab, find the subscription task you want to edit and click the edit icon in the Actions column.

3. On the Edit page, modify the subscription task.

   For more information about the parameters, see Create a subscription task.

Configure Manual Sending

1. Go to the Subscriptions page. For more information, see Go to the Subscriptions Page.

2. On the Subscriptions page, on the Subscription Task tab, find the subscription task you want to send and click the icon in the Actions column.

3. In the Manually Send dialog box, set the Business Date and Recipients, and then click OK.

   

Suspend a Subscription Task

• You cannot pause scheduling when the status of the subscription task is Paused.

• You cannot pause scheduling when Sent At is set to Once.

1. Go to the Subscriptions page. For more information, see Go to the Subscriptions Page.

2. On the Subscriptions page, on the Subscription Task tab, find the task you want to pause and click the icon in the Actions column.

3. In the confirmation dialog box that appears, click OK to pause the subscription task.

Resume a Subscription Task

• When the Status of a subscription task is Running, you cannot resume scheduling.

• You cannot resume scheduling when Sent At is set to Once.

1. Go to the Subscriptions page. For more information, see Go to the Subscriptions Page.

2. On the Subscriptions page, on the Subscription Task tab, find the task you want to resume and click the icon in the Actions column.

3. In the confirmation dialog box that appears, click OK.

   The suspended subscription task is resumed.

Perform Other Operations on a Subscription Task

1. Go to the Subscriptions page. For more information, see Go to the Subscriptions Page.

2. On the Subscriptions page, on the Subscription Task tab, find the subscription task that you want to manage. In the Actions column, click the more icon and select one of the following options.

   • Delete: Deletes the subscription task.

   • Notify: Sends a subscription notification to the task's users.

     If the notification fails to send, Quick BI notifies the user who configured the subscription task.

   • View Log: Views the sending details if the subscription task failed to send.

   • Copy: Creates a copy of the subscription task.

   • Transfer: Transfers the ownership of the subscription task.

     After you click Transfer, the permissions on the subscription task are transferred to another user.

   • Stop: Stops a running subscription task.

     Note

     Only subscription tasks that are sending subscribed data can be paused.

Bulk Operations

Bulk Delete

Select multiple or all subscription tasks on the current page to delete them in bulk.

Bulk Pause Scheduling

Select multiple or all subscription tasks with an Enabled status on the current page to pause their scheduling in bulk.

Bulk Resume Scheduling

Select multiple or all subscription tasks with a Suspended status on the current page to resume their scheduling in bulk.