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What’s New

Qrvey 8.7
Version 8.7 of the Qrvey platform is now available to customers! This version includes new features including area charts, the ability to pivot and export data, as well as numerous bug fixes and performance improvements.
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Qrvey 8.6
Version 8.6 of the Qrvey platform is now available to customers. This version includes several new feature enhancements and performance improvements.
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Required Update for 8.5.1
Attention 8.5.1 customers: for any 8.5.1 instance deployed prior to 08/05/2024, an update is required to ensure you are running the latest images.
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Qrvey 8.5
Version 8.5 (LTS) of the Qrvey platform is now available to customers. This version includes several new features and performance improvements.
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End-of-life Schedule
We've added a new article that lists the features and endpoints that have been scheduled for deprecation. All features and endpoints will be supported for (1) year after the release date of the LTS version that contains the alternative.
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Version: 8.7

Subscribe to Exports

Overview​

When creating a dashboard, the Creator can add a subscription option to it. If the option has been added you can see the subscribe icon in the three-dot menu on your page. From this icon you can configure a scheduled delivery of exports and manage any existing subscriptions.

The option is only available if you are authenticated. If you don’t see the icon you are either not authenticated, or the creator has not turned the option on.

subscribe-exports

Configuring Subscription​

Choosing the Subscribe to Pages option from the menu opens up the dialog box to configure the subscription.

subscribe-exports

Each subscription configuration must be given a name. This name is used to identify the configuration if it needs to be modified or managed later. Choose a name that is meaningful to you and you can remember later.

You can choose any number (or all) of the pages and/or any number (or all) of the charts to be included in your scheduled export. Choose the format(s) for your export. The default format is PDF. If exporting charts and not only entire pages, you may also choose CSV summary or CSV raw formats. You have to have at least one format selected for subscriptions to work. Note that not all charts support CSV summary or CSV raw format and they won’t be exported if those are your only selected export formats.

The next step is to configure the schedule of the exports:

  • Select the date to start exporting and sending the objects.
  • Choose the time for the export. The time zone is the same as yours.
  • You can choose to continue the exports until you cancel it (choose Never from the End dropdown) or stop the delivery after a certain number of repetitions.
  • Choose the schedule of repetitions; every 1 week, every 15 days, etc.

Next, enter any email addresses that you want the exports to be delivered to in the To field of the email section. Enter a subject for the email and the body of your email using the rich text box provided.

Once done with entering all of the needed information click on the Apply button to finalize the configuration of your subscription. At the chosen time all of the selected pages will be exported to one file in PDF format. Each selected chart will be exported to an individual file, also in PDF format, and all of the files are packaged in a zip file and the link to download the file is added to the email that you set up. The download link is valid for 7 days from the date of creation.

The orange Apply button becomes activated only when all the required information has been filled in. The required fields are highlighted to notify you there’s information missing.

Managing Subscriptions​

Click Manage Subscriptions from the menu to open the following dialog.

subscribe-exports

All of the active subscription configurations that you have created in the past are listed and can be managed from here. The management options can be found in the three-dot menu to the right of each subscription. The Unsubscribe command gives you the option to only remove yourself, or all of the subscribers. If there are multiple subscribers and you remove your own email address from the list, others will continue to receive the emails. Once every email account has been removed from the list, the subscription is removed.

The Edit command opens the configuration dialog for the selected subscription and lets you modify it and the Delete command removes the subscription and all of its subscribers, thereby stopping the scheduled delivery of the emails.