Create Snapshot Subscriptions

Starting in Strategy (August 2026), you can create snapshot subscriptions separate from email subscriptions, allowing you to subscribe to snapshots that are clearly labeled as such in lists and filters you can properly organize and view. You can also determine whether a snapshot subscription requires an email notification. If you are using snapshots primarily for audit, archival, or automated workflows, you can generate the subscriptions quietly without sending an email notification. You can also use snapshot subscriptions for teams who rely on email alerts and customize the email subject and notes, as needed.

1. Open the Workstation page.

2. In the Navigation pane, click Subscriptions.
3. Click Create New Subscription.
4. In the Create New window, if you are connected to multiple projects, select the project from the drop-down list on the left.

5. In Name, enter a descriptive name for the subscription.

6. From the Type drop-down, choose Snapshot.

7. To add content to the subscription, click in the Content pane. Select content to add to the subscription, such as a dashboard, document, or report.

8. In the Recipients pane in To, select the recipients of the subscription.

9. Optionally select the check box next to Allow recipients to unsubscribe or Send preview now to all recipients.

10. In the Delivery pane, optionally toggle on Email Notification to email the recipients.

    This option only displays if you have the Subscribe to email privilege.

11. If Email Notification is toggled on, type an Email Subject and Note.

12. In Schedule, choose existing schedules or click Add New Schedule.

    For more information on creating schedules, see Create and Edit Schedules.

13. Click Subscribe.