---
title: How Do I Subscribe to Insights Pages?
description: Let Insights work for you. Get regular reports delivered right to your email inbox.
---

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# How Do I Subscribe to Insights Pages?

## Let Insights work for you. Get regular reports delivered right to your email inbox.

#### On This Page

- [Creating an Insights Page Subscription](https://support.jobnimbus.com/how-do-i-subscribe-to-insights-pages#create)
- [Managing Your Page Subscriptions](https://support.jobnimbus.com/how-do-i-subscribe-to-insights-pages#manage)

---

### Creating an Insights Page Subscription

- Login to your JobNimbus account through the **web browser** and select the **Insights tab** from the navigation bar.![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-29-2025-06-53-35-0414-PM.png?width=625&height=53&name=image-png-May-29-2025-06-53-35-0414-PM.png)
- Click the **three dots** in the bottom right-hand corner.
  
  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-29-2025-07-10-32-3138-PM.png?width=688&height=463&name=image-png-May-29-2025-07-10-32-3138-PM.png)
- Click on the **bell icon,** then click **Subscribe to Pages**.
  
  ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-29-2025-07-03-50-1067-PM.png?width=334&height=254&name=image-png-May-29-2025-07-03-50-1067-PM.png)
- This will open a **Page Subscription** window where you can create your Insights Subscription. Here, you can:

![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-29-2025-07-07-58-7201-PM.png?width=688&height=600&name=image-png-May-29-2025-07-07-58-7201-PM.png)

1. Give your Subscription a descriptive **name**.
2. **Select specific Dashboards** to Subscribe to. 
     1. Dashboards to Subscribe to: 
            1. **Sales** - Subscribing to Sales will include the following reports: **Business Overview, Leads/Close Rate, Sales, Sales Pipeline, and Sales Data.**
            2. **Accounts Receivable** - This report will include all of the **Charts on the Accounts Receivable Page.**
3. **Select specific Charts** you want to follow. 
     1. Charts to Subscribe to:  
            1. Within each Page in Insights, you can select individual **Charts** to Subscribe to. *Example:* Within the Leads/Close RatePage, you can Subscribe to the individual reports - **Lead Flow, Lead Mix, Sales Rep Scorecard, Lead Source Scorecard, etc.**
               
               ![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-29-2025-07-21-59-7601-PM.png?width=458&height=338&name=image-png-May-29-2025-07-21-59-7601-PM.png)
4. Choose from a variety of **file types** you want your reports delivered in.
5. Determine the frequency at which you would like to receive your reports.  
     1. **Choose a date** you would like the Subscription to begin.
     2. **Select the desired time** to receive the emailed report.
     3. **Specify the duration** of the Subscription.
     4. **Schedule the frequency** for your subscription to be sent.
6. **Provide the email addresses** to send you Insights Subscription.
7. **Enter a subject line** for your Subscription emails.
8. **Enter a message** for your Subscription by typing in the text box.
9. **Select Apply** to save your Subscription settings.

**Tips:**

- **The PDF file type is preselected** and can only be **deselected** once another file type is checked.
- **Charts that do not support CSV Summary or Raw** will *NOT*  be sent in the export format.
- **Fields are required** and will appear highlighted in red if attempting to apply information *before* the fields are entered properly.

---

### Managing Your Page Subscriptions

- Login to your JobNimbus account through the **web browser** and select the **Insights tab** from the navigation bar.
- Click the **three dots** in the bottom right-hand corner.
- Click the **bell icon** and select **Manage Subscriptions**.

![](https://support.jobnimbus.com/hs-fs/hubfs/image-png-May-29-2025-07-27-42-8833-PM.png?width=324&height=240&name=image-png-May-29-2025-07-27-42-8833-PM.png)

- This will open a window labelled **My Subscriptions.**
- **Click the three dots** on the far right to **unsubscribe, edit, or delete** one of your Page Subscriptions.
  
  ![Settings JobNimbus 2023-08-04 at 8.37.49 AM](https://support.jobnimbus.com/hs-fs/hubfs/Settings%20JobNimbus%202023-08-04%20at%208.37.49%20AM.jpg?width=688&height=319&name=Settings%20JobNimbus%202023-08-04%20at%208.37.49%20AM.jpg)

 

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