Managing Subscriptions
The subscription management feature allows users to automate report access by subscribing to specific reports, ensuring they receive regular updates on key metrics without manual retrieval. This helps businesses stay informed, effectively manage revenue streams, and maintain strong, long-term customer relationships.
Key Features
1. Easy Subscription Management
Users can subscribe to reports through a straightforward process.
Reports can be configured for periodic delivery (daily, weekly, or monthly).
Once subscribed, reports are delivered according to the user's specified schedule.
2. Automated Report Notifications
Users receive email notifications with secure links to download reports from the Partner Portal.
3. Subscription Overview & Modification
Users can view their active subscriptions under Report Subscriptions.
Modify or cancel subscriptions at any time to tailor report delivery preferences.
4. Ensuring Timely Insights
Automating report access ensures partners stay informed of key metrics.
Reduces the need for manual report retrieval, improving operational efficiency.
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