The subscriptions feature enables your organization’s Fundriver Client Administrators to automatically send reports to Department Users (subscribers). The Client Administrator in the main application triggers the reports to run when the results for the posting period are finalized. The Department Users receive an email notifying them each time new reports become available to which they are subscribed to. Depending on the report, the results are filtered using the Department Module criteria.
Only Client Administrators (not Department Users) can activate the report subscription. During the Department User set up process, there is an option on the ACCESS SETTINGS screen to "Allow Users to Subscribe to Reports." This box must be checked before Department Users will have access to report subscriptions. Once activated, a Department User can choose to subscribe to reports they choose or the Client Administrator can set up the subscriptions for the Department Users.
Please note that only Department Module subscribers have access to the Report Subscription feature.