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Subscribe to Views

Subscriptions email you a snapshot of a view at regular intervals—without requiring you to sign in to Tableau Server or Tableau Online.

Note: If you use Tableau Server, administrators determine whether subscriptions are enabled for a site.

In this article

Subscribe yourself or others to a view

When you open a view in Tableau Server or Tableau Online, and you see a subscription icon () in the toolbar, you can subscribe to that view or the entire workbook. If you own a workbook or are a project leader with an appropriate site role or an administrator, you can also subscribe other users who have permission to view the content.

  1. In a site, click Views or Workbooks.

  2. Open a view either directly, or after opening the containing workbook.

  3. In the toolbar above the view, click Subscribe.

  4. Add the Tableau users or groups you want to receive the subscription. To receive a subscription, users must have permissions to view the content. If they use Tableau Server, their accounts must also have email addresses.

    Note: When you subscribe a group, each user is added individually at the time the subscription is created. If more users are added to the group later, you must re-subscribe the group for those new users to receive the subscription. Likewise, users later removed from the group will not have their subscriptions removed automatically unless their permissions to the subscribed view are removed.

  5. Choose whether subscription emails include the current view or the entire workbook.

  6. Pick a schedule:

    • For Tableau Server, choose from subscription schedules established by your administrator.

    • For Tableau Online and Tableau Server version 2018.2 with custom schedules enabled, click the drop-down arrow to the right of the current settings.

      Then specify a custom schedule that sends subscription emails whenever you wish. (The precise delivery time may vary if server load is high.)

      To change the time zone, click the Time Zone link it to go to your account settings page.

  7. To clarify subscription emails, customize the subject line, and add a message.

  8. If the view contains data only when high-priority information exists, select Don't send if view is empty.

  9. If you own the workbook, select Subscribe me.

  10. Click Subscribe.

When you receive the email on the subscription schedule, click the image to open the view in Tableau Server or Tableau Online.

Unsubscribe yourself from a view

  1. Access your Tableau Server or Tableau Online account settings by doing one of the following:

    • Click Manage my subscriptions at the bottom of a subscription email.

    • Sign in to Tableau Server or Tableau Online. At the top of the page, select your name, and then select My Content.

  2. Click Subscriptions.

  3. Select the check box next to the view you want to unsubscribe from, click Actions, and then click Unsubscribe.

See also

Change Subscription Settings in the Tableau Desktop and Web Authoring Help.

Project-level administration in the Tableau Online Help, to learn which site roles allow full Project Leader capabilities.