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Creating Insights subscriptions

Describes creating email subscriptions for Insights: frequency options (hourly, daily, weekly, monthly), filters, attachments (CSV, unformatted), and managing multiple subscriptions.

Insights dashboard subscriptions send the F5 SurePath AI Insights page as a dashboard via email to a specified address or any email address within the organization. Admins can set up multiple subscriptions to the Insights dashboard.

Setting up a dashboard subscription

To set up a subscription to a dashboard, click the Email subscriptions link at the top of the Insights dashboard. A fly-out sidebar appears on the right:

Add subscribers

Add email addresses to register subscribers.

Determine frequency and timing

Set how often to send the dashboard:

  • Hourly

  • Daily

  • Weekly

  • Monthly

And what time of day to send it.

Send email now

A button that sends an email to all subscribers each time it's clicked.

Don't send if there aren't results

If there are no results, an email isn't sent.

Set filter values for when this gets sent

To use a range other than the default Past 30 days, set the filter parameters for the subscription.

Attach results

Admins can choose whether the email includes attached results as a file, in addition to displaying the table in the email body.

Use unformatted values in attachments

If this box is checked, SurePath AI removes visualization settings applied to the charts and sends only the raw, unformatted results.

Adding multiple subscriptions

Multiple subscriptions can be added to a single dashboard. To add a subscription, click the + icon in the dashboard subscription panel.

Deleting a subscription

To remove a subscription from a dashboard, select the subscription to remove. At the bottom of the sidebar, select Delete this subscription. Follow the instructions on the confirmation modal to complete the deletion.

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