Users can subscribe to the dashboard to obtain regular data feeds, making it easy to track business trends. This article provides a detailed introduction to subscription creation, management, and configuration steps for various push methods.

Users can subscribe to the dashboard to regularly check the dashboard information pushed by the system and closely follow up on the latest data. At the same time, the subscription management function provided by the product can assist users in managing their own subscription records, and support the modification of subscriptions under the dashboard with administrative permissions.

New subscription #

1. View the page in the dashboard, click the option in the upper right corner of the page, and click "Subscribe" to create a new push.
   
2. Select the scope of the subscription, subscription title, subscription description, subscription content, push time, push method, and other settings.
   Subscription title advanced configuration: When you check "Date" in the subscription title and a custom calendar label has been configured in your corporate calendar, the Settings button will appear after the Date option. Click on the calculation base of the adjustable period T:
   • Task Execution Date: Default option, this setting is maintained after an existing subscription is upgraded.
   • Customize calendar labels: You can select configured labels such as "trading day" and "sales day", and use the date corresponding to the most recent day of the label as T.

   tip

   The dates in the heading are calculated as T − N. For example, selecting "Task Execution Date" and configuring T − 1 displays the day before the task execution date; selecting "Sales Day" and configuring T − 1 displays the day before the date corresponding to the most recent sale date, rather than the previous sale date.

   
3. After completion, you can click Send Test button. After clicking Send Test, the push robot you set will send a subscription test (for example, the "Data Platform Push Service" robot is set here).
   
   The test results are as follows:
   
4. After confirming that the test content is correct, you can click Confirm to save the subscription settings, and the push robot you set up (the "Data Platform Push Service" robot) will send a notification of subscription creation.
   
5. Saved subscriptions can be modified and managed in bulk. For details, see Subscription Management.
   

Subscription management #

Go to Subscription Management, or in the dashboard to view the page, click "Subscription Management", redirect to the Subscription Management page, you can view and their subscription records, edit management.

Subscription scope #

Dashboard page #

• When there are multiple sheets in the dashboard, you can specify to push some sheets.
• If multiple sheet pages or all pages are pushed, screenshots of each sheet page will be taken and sent in one push message.
• Select a few sheet pages, and there are as many page screenshots in the push message.

According to bookmarks #

• The product supports the bookmark function, which can save the view of the current dashboard as a bookmark, including selected filters, dynamic dimensions, global parameters, and custom fields for charts. Later, when using the dashboard, you can open the view of the dashboard at that time by selecting the bookmark.
• At the same time, subscriptions also support pushing the content of bookmarks as subscribed content.

Operation steps:

1. After setting the filter conditions in the current dashboard, click Options in the upper right corner of the dashboard, select Bookmark, and create a bookmark.
   
2. Select Subscribe, tick According to Bookmarks in the scope of subscription, select the bookmark created before, and then create a subscription normally to push the dashboard according to the content of the bookmark.
   

Quick bookmarks (subscribe according to the current page status) #

In addition to subscribing to content based on existing bookmarks, when users configure filters in the dashboard, they can also check the "Quick Bookmarks" option in the subscription. After checking, the dashboard will push subscriptions according to the current page status, without the need to create bookmarks.

Push message #

Subscription title #

• Support modifying the title of the subscription. You can choose to tick the date, after ticking, the subscription title will add the date display(example: "2020-10-03 my subscription title").
  

Description #

• Support adding instructions to subscriptions
  • Support modifying text fonts
  • Support for hyperlinking
  • Support for inserting pictures
  • Circle recipients
• Description of some push effects:
  

Subscription summary/interpretation #

Support interpretation of subscription content push through large model, this option is not checked by default.

Content #

• Dashboard access link: The default is ticked. After unticked, the subscribed push message will not be accompanied by the dashboard access link;
• Dashboard screenshot Dashboard Screenshot[Tile]/Dashboard Screenshot [thumbnail]/Dashboard PDF download link;
  • The default is ticked, and the subscribed push message after unticking will not be accompanied by screenshots or dashboard PDF download links;
  • You can choose to push a dashboard screenshot or a dashboard PDF download link.

* Dashboard screenshot:
     ![Image](https://p9-arcosite.byteimg.com/tos-cn-i-goo7wpa0wc/ce5b597ea81d4b83b4de6f22dacff1f9~tplv-goo7wpa0wc-image.image =2560x)
  * Dashboard PDF Download:
     ![Image](https://p9-arcosite.byteimg.com/tos-cn-i-goo7wpa0wc/e6dcabae0fce4069b60c442f028f3f9f~tplv-goo7wpa0wc-image.image =2560x)

Remarks #

Support setting remarks on the dashboard, the set remarks will be displayed at the end of the subscription push message, support note text or hyperlink, and support modifying font format.

• Screenshot time: The default is ticked. After unticking, the subscription will not display the screenshot time (if the dashboard screenshot or dashboard PDF download link is not ticked in the content options, this option will not be available);
• Subscription management link: The default is ticked, and the subscription management link will not be displayed after unticking.

Subscribe to notifications #

Subscription time #

Supports scheduled push, or triggered when all data completes synchronization.

Scheduled push

• Support scheduled push. When setting scheduled push, the system will take a screenshot of the dashboard and push it at the specified time.
• Support day-level, weekly-level, and monthly-level push
• Support custom time push by trading day, working day, daily

Triggered when the data completes synchronization

Extracting datasets supports this function. (In the privatized version, the direct connection dataset can be triggered synchronously when the data is completed by configuring the dataset that stores the "Upstream Data Source Ready Configuration Information", see Dataset Management Overview.)

• Extracting a dataset directly sets the push to be triggered when the data is synchronized. There are multiple charts on a dashboard, corresponding to multiple datasets. When setting this, the synchronization status of the corresponding dataset corresponding to the date will be monitored before push. This way, the system will not push unupdated data.
• When the data synchronization time is later than the push setting time, the system will wait for the data synchronization to be completed before pushing.
• If the dataset business date is the previous day's data (yesterday's business data, which completes synchronization at 9:00 a.m. the next day), the subscription will be pushed at 10:30 a.m.; if the data is synchronized at 12:00 p.m., the subscription will be pushed at 12:00 p.m.

Push language #

• Support for configuring language types for pushing subscription messages.
• Automatic selection, and the system will recognize the current language setting and push it according to the language type when configuring the subscription.
• Users can also directly choose Chinese or English to specify the push language explicitly.

Push method & recipient #

Dashboard subscriptions support push to: Lark, Lark Groups, WeCom(WeChat Work), WeCom Groups, Mail, Mail Groups, DingTalk, DingTalk Department Groups, DingTalk Common Groups, General IM, Webhooks, etc.

Users with dashboard viewing permissions can create subscriptions, but the optional push methods are different. Only administrators (with current dashboard management permissions) can perform group push:

IM Personal

When the push method is selected as "Lark" (or other IM), it will be pushed to each user in the recipient through Lark (or other IM)

• At the subscription time, the user will receive the subscription message pushed by the "Data Platform Push Service" robot. If you confirm that the subscription has been pushed and the message has not been received, please confirm whether the message of the robot is blocked first.
• Support batch upload users. After downloading the template, enter user information in the template and select batch upload.

IM group
The product supports pushing subscription messages to groups. Here is an example of Lark groups:

1. You need to add an application robot to the Lark group, here is the "Data Platform Push Service", otherwise the Lark group will not be able to receive subscription pushes;
2. Click to find group ID, find the group ID of the group chat you need to push to and copy it (you can only search for the group chat you are in);
3. Enter the group ID and enter the permission basis person (the permission basis person will decide the data range of the subscription push);
4. You can click "Add" to set up push to multiple groups at the same time.

Mail
The product supports pushing subscription emails to personal mailboxes by email.

• Same as pushing to individuals, uploading users in batch is supported. After downloading the template, enter user information in the template and select bulk upload.
  

Mail group
The product supports push subscription emails through email groups.

• You need to set the permission basis person, and the permission basis person will determine the scope of subscription and push data. For details, please refer to the content of "permission basis person" below.
  

Webhook
When users need to subscribe to the dashboard push notification in the WeCom group, DingTalk ordinary group, Lark external group or system API, they can choose the Webhook push method to achieve the effect of receiving messages in the enterprise's IM group. See the specific operation Configure Subscription Push Method—Webhook.

Authority basis #

When you select Group or Mail Group Push, specify Permission By Person.

• Permission-based person: that is, whose authority the push content is based on. For example, when there is a chart corresponding to the dataset in the dashboard that sets the exercise limit, selecting different permissions depending on the person may generate and push different data. After setting the permission basis, the user being relied upon will receive a prompt.
  

Exception handling #

• If there is an abnormality in the chart in the dashboard, it will not be pushed: if there is no data in the chart in the dashboard, the query fails, or the query expires, the screenshot message of the dashboard will not be sent to the recipient;
• Automatically re-push after failure: 1 hour after the push fails, the system automatically tries to send it again;
• If the chart data in the dashboard is empty, it will not be pushed.

Subscribe to Modification Notifications #

If a subscription is modified, it can be pushed to the recipient or to the creator. Subscription modification notifications include information such as subscription creation/modification/deletion.

Subscription management #

For more operation instructions, see Subscription Management.