FAQs: Reports and Subscriptions

  • Updated

Why aren’t my subscriptions sent on schedule?

  • High subscription volume can cause delays.
  • Complex reports take longer to process before sending.

Why didn’t I receive a subscription?

  • The report has no data. To receive a subscription even if the report is empty, update your settings in My Subscriptions > Hide Empty Digest Reports.
  • You aren’t registered as a user in Demandbase.
  • Your email address in Demandbase is incorrect or invalid.
  • A filter applied to your View is causing issues. Make sure the filter doesn’t have any errors.
  • Your company blocked the email from Demandbase (for example, bounce list). 
  • Demandbase email server issues may be affecting delivery.

How can I resolve email delivery issues caused by spam filters or IT policies?

  • Check Your Spam or Junk folder.
  • Whitelist the Demandbase Email Domain: Ask your IT team to add Demandbase's domain to the allowlist.
    • Sending domain: mail.demandbase.com
    • Sending address: info@demandbase.com
  • Check Email Security Policies: Ask your IT team to review filtering rules and make sure Demandbase emails are not blocked.

How do I set up specific filters for Snapshot emails or subscriptions?

  • Apply filters to the Report or List.
  • Apply a default filter to the assigned View.
    Tip: Each View can have only one default filter.

How can I add or remove users from existing subscriptions?

  • Individual users can edit their own subscriptions in Settings > My Profile > My Subscriptions.
  • Admins can bulk add or remove recipients from Subscriptions. See Configure Subscriptions.
    Important: User must have the permission to edit subscriptions. See Create and Manage Permission Sets.
  • To view subscriptions for a specific report, go to the report. From there, you can edit the subscription. See Manage Reports.

Can I change the subscription delivery time?

Contact Demandbase Support to change the delivery time.

Why do I get an error when clicking on a Report in a Snapshot email?

Reports in a Snapshot email can change over time. If you open a report from the Snapshot email after a day or two, the data may be different, or the report may no longer be available.

Tip: To view past data, change the date of the report in Demandbase.

Why can’t I see a report?

Private reports are only available to the creator.

Tip: To share a report, change its visibility from Private to Public in the settings. Once a report is Public, you can't change it back to Private.

How do I create subscriptions based on Account or SDR ownership criteria?

First, create the report. Then, create a Personalized Subscription.

If I’m subscribed to multiple reports, do I receive separate emails for each one?

  • Snapshot Emails arrive as separate emails.
  • For all other subscriptions, you can combine them into a Digest and customize the order in which they appear. Go to Settings > My Subscriptions.

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