How do I set up report subscriptions?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
KPI Reports |
| Enables KPI reporting (included by default) |
Required Permissions:
Quality & KPIs (
reporting.kpis) — to access the KPI Report and create subscriptions from it
Introduction
A report subscription emails a copy of the KPI Report to a list of recipients on a schedule. Set it up once and stop having to remember to run the report each week or month.
This guide walks through creating a subscription, choosing a frequency, picking recipients, and managing what you've already set up.
Before You Start
You need:
A saved filter on the KPI Report (see How do I save and reuse report filters?) — subscriptions are built on top of a saved filter
The email addresses of everyone who needs the report
Step 1: Open the KPI Report
Go to Reporting > KPI Report.
Step 2: Open the Subscriptions Area
Open Saved filters in the filter bar, then open the subscriptions panel from there. If you don't have any filters yet, save one first.
Step 3: Pick a Filter
In the Selected filter dropdown, pick the saved filter you want the subscription to run from.
Step 4: Choose a Frequency
Pick how often the report should arrive:
Daily — yesterday's results, emailed every day
Weekly — last week's results, emailed every Monday
Monthly — last month's results, emailed on the first of every month
Quarterly — last quarter's results, emailed on the first day of January, April, July, and October
Match the frequency to how the report will actually be used. Daily for standups, weekly for team reviews, monthly or quarterly for execs.
Step 5: Add Recipients
In the Send to field, enter each recipient's email address and press return. You can add internal users and external email addresses. Your own address is added by default — leave it in if you want to verify delivery.
Tips:
Use a distribution list email for team-wide reports — easier to update than a long list of individuals
Remove your own email if you don't want a copy
Step 6: Customise the Email (Optional)
Email subject — set a clear subject so recipients can spot it in their inbox
Add a message — add a short message that goes in the body of the email
If you leave these empty, evaluagent uses sensible defaults that mention the report and frequency.
Step 7: Subscribe
Click Subscribe to report. The subscription starts on its next scheduled run, using the timezone of the user who created it.
Managing Existing Subscriptions
The subscriptions modal has two tabs: Subscribe (the form you filled in) and Manage Subscriptions.
View Your Subscriptions
Open the Manage Subscriptions tab to see what you've set up — recipients, frequency, and the linked filter for each.
Change a Subscription
You can't edit an existing subscription in place. To change recipients, frequency, or the linked filter, delete the existing subscription and create a new one.
Delete a Subscription
Open the Manage Subscriptions tab
Click the bin icon next to the subscription
Confirm
The next scheduled email won't go out.
Common Use Cases
Use case | Frequency | Filter |
Weekly team review | Weekly | Your team, last week's evaluations |
Monthly exec summary | Monthly | All teams, last month |
Quarterly board pack | Quarterly | All teams, last quarter |
Daily quality huddle | Daily | Yesterday's evaluations for your team |
Tips
Don't over-subscribe — too many emails and people stop reading them
Keep recipient lists short and current. Remove people when they leave or change roles
Name your saved filters clearly so it's easy to spot which one a subscription is using
Review your subscriptions every few months and delete the ones you no longer need
Troubleshooting
The Report Isn't Arriving
Check spam and junk folders first. Then confirm the subscription is still active, the recipient address is correct, and the linked filter still works.
The Data in the Email Looks Wrong
Open the linked saved filter and check the date range, scorecards, and team selections. A subscription is only as good as the filter it uses.
Multiple People Are Getting the Email but Shouldn't Be
Subscriptions can't be edited. Delete the existing subscription, then create a new one with the correct recipient list. Also check whether they're getting the same report from a duplicate subscription.
I Can't Create a Subscription
Confirm you have access to the KPI Report and that you have at least one saved filter. Contact your administrator if you need access.