Creating subscriptions to the Customer Service reports

Last published : Apr 17, 2026
Customer Service reports can be delivered in a weekly email to the customer accounts that have the Archive Administration roles you select. You can also set up a subscription for a specified email address to a monthly email report.
To create subscriptions to Customer Service reports
  1. In the left navigation pane of Customer Service, expand the Reportingnode and clickReport Subscriptions.
  2. In the Select Customer drop-down menu, select the customer who is to be the subject of the report.
  3. In the Select Report drop-down menu, select the report you want to send.
  4. Select the Send reports update check box.
  5. Under Administration Roles to Subscribe, choose which Archive Administration roles are to receive the subscription. For example, if you select Policy Managerall of the selected customer's accounts that hold thePolicy Manager role are sent the report.
    Note: To see which of the selected customer's accounts currently belong to a particular role, click the role name in the role list.
  6. To subscribe someone who does not currently use the archive, enter that person's email address in the Emailbox, and clickSubmit.
  7. Click Save.
Related information