Helix Plan enables you to send the results of any project report via email, either to yourself or a list of subscribed users. You can set up Report subscriptions, which will automatically send a report to every user who subscribes to it at a scheduled time and frequency.
You can also manually send report emails at any time, either to all subscribers or to yourself. For more information, see Using and managing reports.
Subscription emails will include the first 200 items returned, matching the grouping and sorting defined in the report. If more items are returned from the report, they will not be included. If there are no columns defined in the report, the email will show the Name, Status, sub-project path and ID by default.
All users have access to the report subscription feature, though some options are only available to main managers. With subscriptions, you can do the following:
- All users are able to configure the subscription schedule for reports they own, while main managers can do so for all reports to which they have access. For more information, see Configuring report subscriptions.
- Regular users can subscribe or unsubscribe to any report that they own or which has been shared to them. For more information, see Subscribing and unsubscribing from reports.
- Main managers are able to subscribe or unsubscribe any user or group to a report subscription. For more information, see Managing report subscribers.
If a user subscribed themselves to a report that is shared, and the owner then removes the sharing, the user will be automatically unsubscribed.
There are certain circumstances that will cause a report to not be sent at the scheduled time. These include:
- If the report returns no items.
- If the project is archived.
- If the owner of the report is deleted.
- If the report is too complex, it will not be sent for performance reasons. The report cannot have:
- Custom report query
- More than one Free Text criteria (i.e. the one called "Items with this keyword")
- More than 15 criteria in total