Subscription Management

Overview

Subscription Management allows users to create and manage data subscription tasks. By configuring trigger mechanisms and recipients, users can schedule automatic data delivery and distribution. This is suitable for business scenarios that require regular data reports or continuous monitoring of key metric changes.

Prerequisites

The Analysis Specialist has already been created and enabled.

Create a Subscription

Click Create Subscription in the upper-right corner of the page to open the creation dialog.

Configure a Subscription

Basic Information

Subscription Name

Create a name for the subscription so it can be quickly identified in the subscription list.

Subscription Type

Choose the type of content for the subscription. The current default is Analysis Specialist, and it cannot be changed.

Subscription Target

Use the dropdown list to select the corresponding Analysis Specialist. Search is supported.

Trigger Mechanism

Enable Subscription

Controls whether the subscription task is active:

• Enabled: the subscription runs according to the configured trigger conditions
• Disabled: the subscription task is paused and does not send notifications

Trigger Question

Enter the data question to be queried regularly. The system uses this question to retrieve data and deliver the result.

Examples: What was yesterday's sales amount?, What is this week's order volume?

Generation and Delivery

Configure the data generator and recipient information:

Setting	Description
Generator Permission	Select the permission scope of the data generator
Recipients	Enter the recipient email address or choose a system user
Actions	Supports adding, editing, and deleting recipient settings

Validity Period

Set the validity period of the subscription task. You can choose Valid Permanently or Valid Within a Time Range. If Valid Within a Time Range is selected:

• You can define a start date and end date. If not configured, the task is valid permanently by default.
• After the subscription period ends, Manual Trigger and API-based delivery can still send the subscription.
• Period and enable/disable logic: if the task is enabled, delivery stops after the configured period ends. If the task is disabled, it does not send even if the configured period has not yet ended.

Trigger Method

Scheduled execution: you can set a fixed time for delivery by day, week, or month.

Subscription Content

Notification Channel

Choose the delivery channel for the subscription. Email, DingTalk, and Feishu are currently supported.

• When the Notification Channel is Email, you need to configure the Sender.
• When the Notification Channel is DingTalk or Feishu, the corresponding DingTalk integration or Feishu integration must be configured in advance.

Content Delivery Format

PDF, Word, and markdown are supported.

Title

Set the title of the subscription message. Recipients see this as the message subject or title.

Body

Edit the detailed message content of the subscription. Custom text descriptions are supported to help recipients quickly understand the background and purpose of the delivered data.

Manage Subscriptions

On the Subscription Management page, you can view and manage all created subscription tasks. The following operations are supported:

No.	Action	Description
1	Search Subscriptions	Search subscriptions by subscription name or status
2	Create Subscription	Create a new subscription task. For configuration details, see Configure a Subscription.
3	Enable / Disable	Switch the active state of a subscription task
4	Manual Trigger	Trigger a subscription delivery immediately
5	Edit	Modify the subscription configuration
6	View Delivery History	View the delivery history of the subscription, including delivery time, delivery status, generator, recipients, and trigger method
7	Delete	Delete the subscription task. This action cannot be undone.

Best Practices

Subscription Naming Conventions

We recommend using the naming pattern Business Scenario _ Data Content _ Frequency.

Examples: Sales Daily Report _ Yesterday's Performance _ Daily, Operations Weekly Report _ User Growth _ Weekly

Trigger Question Design

• Questions should be specific and unambiguous.
• Ensure the question has corresponding data support in the dataset.
• For complex queries, verify the question on the Q&A page first.

Recipient Management

• Keep the recipient scope appropriate to avoid information overload.
• Regularly remove invalid or departed recipients.
• For sensitive data, pay close attention to recipient permissions.

Validity Period Settings

• For temporary data monitoring, use a limited time range.
• For long-term business monitoring, choose permanent validity.
• Regularly review subscription tasks and clean up expired or ineffective subscriptions.