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Starling CertAccess Hosted - Web Portal User Guide

General tips and getting started Requests Attestation Responsibilities Managing data Managing user permissions for the Web Portal Setting up and configuring request functions Appendix: Attestation conditions and approval policies from attestation procedures

Report subscriptions management

Web Portal provides several reports that present information about objects and their relations to other objects in the database. Identification, analysis, and summaries of relevant data are supported with the help of these reports.

You can subscribe to reports in the Web Portal in order to receive them on a regular basis. These subscriptions can be managed by you.

Detailed information about this topic

Subscribing to reports

You can subscribe to reports. These reports are regularly sent by email to you and any other subscribers.

To add a subscription

  1. In the header, click (Profile) > My report subscriptions.

  2. On the Report Subscriptions page, click Add subscription.

  3. In the Add Report Subscription pane, in the list, click the report that you want to subscribe to.

    TIP: To search for a specific report, in the Search field, enter the name of the report.

  4. Click Next.

  5. In the Configure subscription step, specify the following subscription settings:

    • Subscription: Enter the subscription's name.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

    • Parameter: (Optional) Specify other report specific settings. These settings might vary depending on what report you use.

  6. Click Next.

  7. In the Add additional subscribers step, in the Additional subscribers list, click the identities that will also receive this report.

    TIP: To search for a specific identity, in the Search field, enter the name of the identity.

    TIP: To remove a subscriber, in the Selected subscribers list, click (Remove) next to the corresponding identity. To remove all subscribers, in the Selected subscribers list, click Remove all.

  8. Click Next.

  9. In the Check and create subscription step, check your data and change them if necessary by clicking on the respective step.

  10. Click Create.

Editing report subscriptions

You can edit your existing report subscriptions.

To edit a report subscription

  1. In the header, click (Profile) > My report subscriptions.

  2. On the Report Subscriptions page, in the list, click Edit next to the report subscription that you want to edit.

  3. In the details pane, under Subscription Details, edit the following report subscription settings:

    • Subscription: Enter the report subscription's name.

    • Report: Select the report that you want to subscribe to.

    • Schedule: Select how often you want to receive the report (once a week, for example).

    • Format (email attachment): Select which format you want to receive the report in. The report is sent in this format as a file attachment in an email.

    • Additional subscribers: Click Assign/Change, select the check box next to the identity who will also receive this report and click Apply.

      TIP: To remove a subscription, deselect the box next to the corresponding identity. To remove all subscriptions, click Clear selection. Click Apply.

  4. (Optional) In the details pane under Parameter, specify any other report specific settings. These settings might vary depending on what report you use.

  5. Click Save.

Sending reports from report subscriptions

Depending on how the schedule is configured, you can send reports to yourself and to others.

To send a report

  1. In the header, click (Profile) > My report subscriptions.

  2. On the Report Subscriptions page, perform the following:

    • To send the report, click (Actions) > Send report to me next to the subscription of the report that you want to send.

    • To send the report to all subscribers, click (Actions) > Send report to all subscribers next to the subscription of the report you want to send.

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