Subscriptions Back to Previous

The options to subscribe to reports in TrueStandings HomeEquity allows you to automatically generate a report once an event occurs. The most common event is when new data is made available in the application, but there are additional events. When the specified event occurs, the report is automatically run and delivered as defined in the subscription setup.

If the report being requested includes prompts (e.g., selection list of States, and/or period) the prompts will be included on the setup page under the subscription setup options. Once the prompts are defined, they will be used for every scheduled run of the report.

The delivery methods are as follows:

· History List - the report output is placed in your History List and is available for your review

· Email - the report output is sent via email to the address specified in the subscription setup

History List Back to Previous

When defining a subscription to History List, the report is automatically run once the specified event occurs. The output will be placed in your History List and, if specified, an email notification is forwarded to the address you entered for the subscription.

The following subscription setup page is presented to define a subscription to History List.

	Name and Report You can specify the file name for the output report. This defaults to the Report Name with a date/time stamp, but may be changed as needed. This field is not presented when you select the Send Now option for delivery. The Report Name as it appears in TrueStandings HomeEquity is displayed as output only.
	Schedule This option allows you to specify the event that will generate the report. The options are on data update which will run the report automatically when new data is posted or Send Now which will run the subscription on demand this one time.
	To This option automatically inserts your user account. This cannot be changed.
	Advanced Options You must specify if you wish to overwrite any existing report of the same name in your History List and the cutoff date for delivery of the subscription report.
	Delivery Notification You may request an email notification when the report is generated and placed in your History List.

Email Back to Previous

When defining a subscription to Email, the report is automatically run once the specified event occurs. Where the output is placed depends on the option you specified for delivery; there are four options as follows:

· Data in Email - embeds the data in an email to the specified address with NO output to History List

· Data in Email and History List - embeds the data in an email to the specified address AND outputs to History List

· Data in Email and Link to History List - embeds the data in an email to the specified address AND outputs to History List with a link to your History List in the email

· Link to History List in Email - NO data is embedded in the email, output is placed in your History List with a link to the History List in an email to the specified address

The following subscription setup page is presented to define a subscription to Email:

	Name and Report You can specify the file name for the output report. This defaults to the Report Name with a date/time stamp, but may be changed as needed. This field is not presented when you select the Send Now option for delivery. The Report Name as it appears in TrueStandings HomeEquity is displayed as output only.
	Schedule This option allows you to specify the event that will generate the report. The options are on data update which will run the report automatically when new data is posted or Send Now which will run the subscription on demand this one time.
	Email Details This set of options allows you to specify the recipient email address, the option for delivering the data (see list above), the subject and message to be added to the email when sent. The Delivery Format allows you to specify the file format for the data in the email. If you select a file format other than HTML, the compression option is enabled and, if selected, the Advanced Options allows you to specify the zip file details.
	Advanced Options These options allow you to specify details on the zip file. The compression options are disabled for HTML format. When you select any other file format (e.g., Excel), you may compress the file. You may specify a cutoff date for the delivery.