How Do I Subscribe to Insights Pages?

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

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 on the bell icon, then click Subscribe to Pages.
This will open a Page Subscription window where you can create your Insights Subscription. Here, you can:

Give your Subscription a descriptive name.
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.
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 Rate Page, you can Subscribe to the individual reports - Lead Flow, Lead Mix, Sales Rep Scorecard, Lead Source Scorecard, etc.
Choose from a variety of file types you want your reports delivered in.
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.
Provide the email addresses to send you Insights Subscription.
Enter a subject line for your Subscription emails.
Enter a message for your Subscription by typing in the text box.
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.

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.

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.