Subscriptions

The Subscriptions feature allows Managed Service Providers (MSPs) to schedule certain reports (including Risk Assessment Dashboard reports), send them to specific email addresses automatically, or upload reports to a designated folder in SharePoint Online. This enables MSPs to:

• Carry out reporting obligations with the clients
• Store an audit trail for compliance purposes

Add a Subscription

To add a subscription:

Step 1 – Click Reports in the top bar to navigate to the Reports page. By default, the page opens to the Activity tab with New Investigation selected in the left pane.

Step 2 – Select an organization from the dropdown menu at the top of the left pane to access its reports. An organization is selected by default, but you can choose a different one if needed.

Step 3 – In the left pane, click a category to view its reports.

Step 4 – Click a report to open it. Reports without a filter are automatically generated when you open them. Click Search to generate reports with a predefined filter set.

note

You can't subscribe to a report if no data is available for it. In this case, the Subscribe button remains disabled.

Step 5 – Click Subscribe on the top right of the page. The Subscription to <name of the report> pane opens.

Step 6 – Set a start date, time, and time zone for sending the report to the intended recipients.

• Start Date – Click the icon in this field to open a calendar to select a date. You can also enter a date in the field.
• Time – Click the icon in this field to open a clock to select a time. You can also enter a time in the field.
• Time Zone – Select a timezone.

Step 7 – Select a frequency for sending the reports from the Frequency dropdown menu. The available options are: Daily, Weekly, and Monthly.

You can view the subscription timing details in the footer of the pane.

Step 8 – In the Attached File field, specify the name of the file the intended recipients will receive. The default name is: Report on {{Report_Name}} {{Export_Date}}. These variables are replaced with the report's name and date. For example, Report on Accounts Deleted 01/10/2025 09:00:00.

You can use other variables to specify the file name, as discussed in the following step.

Step 9 – From the Variables dropdown menu, select a variable to be used in the name of the file. To use multiple variables, select them one by one from the dropdown menu. The available options are: Report Name, Export Date, Frequency, Num Records, Managing Organization, and Managed Organization.

Step 10 – Select a file format (XLSX, CSV) from the dropdown menu.

Step 11 – Click the Send reports by email checkbox to specify email delivery settings. The Email Settings section expands to display the following:

• Recipients – Specify the email addresses of the recipients of the report subscription. You can enter multiple addresses separated by a comma.

• Email Subject – Specify the email subject. The default subject is: {{Frequency}} Report on {{Report_Name}} from {{Managed_Organization}}. These variables are replaced with the report frequency, report name, and managed organization name. For example, Monthly Report on Accounts Deleted from Netwrix.

  You can use other variables to specify the subject line of the email, as described in the following step.

• Variables – Select variables to customize the subject line of the email. To use multiple variables, select them one by one from the dropdown menu. The available options are: Report Name, Export Date, Frequency, Num Records, Managing Organization, and Managed Organization.

  

  note

  The End Customer Organization has the Organization Name variable instead of the Managed Organization and Managing Organization variables.

• Message – Enter the information to be included in the body of the email.

Step 12 – Click the Upload reports to a designated folder in SharePoint Online checkbox to specify the settings for SharePoint Online delivery.

note

If you encounter the message, Integration required, you must first configure your integration for SharePoint Online. See the SharePoint Online topic for additional information.

Expand the SharePoint Online Settings section and specify the following settings for saving the report:

• SharePoint Online Site URL – The URL of the SharePoint site (e.g. https://site.Sharepoint.com/sites/sitename)

• SharePoint Online Folder Path – The folder path in SharePoint, relative to the site URL (e.g. /Shared Documents/FolderName)

  note

  For MSP organizations, reports are always saved in a sub-folder named after the child organization.

Step 13 – Click Save Subscription.

The subscription is created.

Edit a Subscription

To edit a subscription:

Step 1 – Click Configuration in the top bar. The Managed Organizations page opens, listing the managed organizations defined in 1Secure.

Step 2 – Click the name of an organization from the list. The properties page for the organization opens.

Step 3 – Click the Subscriptions tab. The subscriptions for the organization are listed here. On this page, you can review statuses for your subscriptions in the Last run result column. It indicates the status for sending the reports or creating a subscription (New, Success, Error Processing, Error Sending).

Step 4 – (Optional) To disable a subscription, toggle OFF the switch for it.

Step 5 – Click the Edit icon for a subscription to modify it. The Subscription to <name of the report> pane opens.

Step 6 – Modify the required information. For details, refer to Steps 6 through 12 in the Add a Subscription topic.

Step 7 – Click Save.

Delete a Subscription

To delete a subscription:

Step 1 – Click Configuration in the top bar. The Managed Organizations page opens, listing the managed organizations defined in 1Secure.

Step 2 – Click the name of an organization from the list. The properties page for the organization opens.

Step 3 – Click the Subscriptions tab. The subscriptions for the organization are listed here.

Step 4 – Click the Delete icon for a subscription to delete it.

A confirmation dialog box appears.

Step 5 – Click Yes.

The subscription is removed.