Report Subscription allows you to receive selected Steinweg Online reports automatically by email. Instead of logging in and downloading the same report each time, you can subscribe to a report, choose how often you would like to receive it, and have it delivered automatically to you or other recipients.
How to Set Up a Report Subscription
When to Use Report Subscription
Report Subscription is ideal when you need regular updates without having to manually log in to the platform.
Examples include:
Inventory Reports
- Scheduled Inventory Report (daily, weekly or monthly)
- Stock Movement Report
- Stock Time Report
Instruction Reports
- Storage Completed
- Release Completed
- Delivery Completed
- Scheduled Delivery Loading Summary Report
Finance Reports
- Pledged Parcels Approaching Expiry
- Pledged Parcels Past Expiry
Note: The reports available to you depend on your user permissions and account access.
Before You Begin
Please ensure that you have
- Access to Steinweg Online
-
Permission to view the report you want to subscribe to
Create a Report Subscription
- Log in to Steinweg Online.
- From the left-hand menu, select Report subscription.
- Select either:
- Subscribe for a standard report or
- Customised report to create your own report.
- Select the appropriate report category:
- All
- Inventory
- Instruction
- Finance
- Locate the report you wish to receive.
- To Subscribe to the standard report, select Subscribe.
- To create a customised version, hover over the report and select Customise.
Customise Your Report
When creating a customised report, configure the following options:
Name
Enter a meaningful name to help identify the subscription.
Description
(Optional) Add a description for internal reference.
Report Format
Choose your preferred output format:
- Excel
Report Data
Select the information you would like to include in the report.
You may remove any fields that are not required.
Frequency
Choose how often the report should be delivered:
- Daily
- Weekly
- Monthly
Visibility
Select who can view and subscribe to this report.
- Self: Only you can view and manage the subscription.
- All in Company: Other authorised users within your company can also subscribe to the report.
Preview
Select View Example to preview the report before publishing.
Publish
Select Publish to save the subscription.
Manage an Existing Subscription
You can manage your subscriptions from the Report subscription page.
Depending on your permission, you can:
- Edit report filters
- Change the delivery schedule
- Add or remove recipients
- Activate or deactivate a subscription
- Delete a subscription
Unsubscribe from a Report
If you no longer wish to receive a report, select the Unsubscribe link at the bottom of the report email.
Alternatively, you can manage or delete the subscription directly from the Report Subscription page within Steinweg Online.
Troubleshooting
If you do not receive a scheduled report, please check the following:
- The subscription status is Subscribed and has not been deactivated.
- The report schedule (daily, weekly or monthly) has been configured as intended.
- The email has not been filtered into your Junk or Spam folder.
- Your user account still has permission to access the selected report.
- The recipient email address is correct, particularly for recipients who do not have a Steinweg Online login.
If the issue persists, please contact Steinweg Online Support for assistance.