Who is this article for?

Full Users who want guidance on subscribing to an Assurance report.

Full User Type is required.

Full Users can subscribe themselves to any custom report in Assurance.

1. Subscribing to an Assurance Report

Assurance will email the user a PDF or Spreadsheet of the report at the subscribed frequency. The reports are sent at the start of every week, month, quarter, half year or year. Follow these steps to subscribe to an Assurance Report.

Please note
Report Subscriptions can only be created on Custom Reports.

1. Select on the Reports tab.
2. Under the Custom Report section, select a custom report.
3. Under the Report Subscription section, select Click to Subscribe to this report. Choose the report frequency and format.
4. Select the blue tick. Your report will be sent to you in your chosen format via email at the start of the chosen frequency.

Please note
Our email delivery service has a maximum email size limit of 25MB, including all attachments. If the email and attached report exceeds this limit, Assurance may not send it. Your email client may also impose a size limit that can vary between 10-20MB.

2. Unsubscribing to an Assurance Report

Under the Report Subscription section, select on the subscription to edit or select Unsubscribe to remove the subscription.