Personalizing file locations, email and file subscriptions using macros in Microstrategy

Personalizing file locations

MSTr allows to dynamically specify the File Location and Backup File Location in a file device using macros. 

For example, if you specify the File Location as 

C:\Reports\{&RecipientName}\, 

all subscriptions using that file device are delivered to subfolders of C:\Reports\. Subscribed reports or documents for each recipient are delivered to a subfolder with that recipient’s name, such as C:\Reports\Jane Smith\ or C:\Reports\Hiro Protagonist\.

The table below lists the macros that can be used in the File Location and Backup File Location fields in a file device:

Description	Macro
Date on which the subscription is sent	{&Date}
Time at which the subscription is sent	{&Time}
Name of the recipient	{&RecipientName}
User ID (32-character GUID) of the recipient	{&RecipientID}
Distribution Services address that the subscription is delivered to	{&AddressName}
File path that a dynamic recipient list subscription is delivered to	{&RecipientList Address}

You can also have a subscription dynamically create subfolders according to attributes in a report’s page-by axis or a document’s group-by area and place the report or document there

Personalizing email and file subscriptions

You can personalize your email and file subscriptions with macros in the File Name, Subject, Message, ZIP File Name, and Subfolder fields. These macros are automatically replaced with the appropriate text when the subscription is delivered.

For example, you create an email subscription to a report named Daily Revenue. You want the subject of the email to include the name of the report. In the Subscription Editor, in the Subject field, you type Subscription To {&ContentName}. 

When the report is delivered, the subject of the email is Subscription to Daily Revenue. Later, the report is changed to include profit, and the name of the report is changed to Daily Revenue and Profit. The subscription is now delivered with the subject Subscription to Daily Revenue and Profit, without any change to the subscription.

The following table lists the macros that can be used in email and file subscriptions, and the fields in which they can be used:

Description	Macro	Fields
Date the subscription is sent	{&Date}	Subject, File Name
Time the subscription is sent	{&Time}	Subject, File Name
Name of the recipient	{&RecipientName}	Subject, File Name
User login	{&UserLogin}	All fields
Name of the subscription	{&Subscription}	All fields
Project that contains the subscribed report/document	{&Project}	All fields
Name of a prompt in the subscribed report/document	{&PromptNumber&} (where Number is the number of the prompt)	All fields
Name of the subscribed report/document	{&ContentName}	All fields
Report or document details for the subscribed report/document	{&ContentDetails}	Subject, Message
Name of the attribute used for bursting (file subscriptions)	{[Attribute Name]@[Attribute Form]}	File Name
Name of the attribute used for creating subfolders when bursting (file subscriptions)	{[Attribute Name]@[Attribute Form]}	Sub-folder (bursting)