--- title: "Subscriptions" slug: "subscriptions" description: "Manage your Kentik subscriptions easily from the Subscriptions page, allowing you to share data via email on a recurring schedule with specified recipients." updated: 2026-04-24T19:23:30Z published: 2026-04-24T19:23:30Z canonical: "kb.kentik.com/subscriptions" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.kentik.com/llms.txt > Use this file to discover all available pages before exploring further. # Subscriptions This article discusses the **Subscriptions** page in the Kentik portal. > [!NOTE] > **Note:** To create a subscription directly from a portal module, see [**Portal View Sharing**](/v1/docs/portal-sharing-and-export#portal-view-sharing). ![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(126).png) *Subscriptions, used to share Kentik data with others, are managed from the Subscriptions page.* ## About Subscriptions Subscriptions enable you to share information from the Kentik portal by emailing it on a recurring schedule to a specified set of recipients. You can set up a subscription in a few different ways: - **Subscription dialog**: On the Subscriptions page, open the Subscription dialog by clicking the **Add** **Subscription** button, then filling in the fields (see [**Add a Subscription**](/v1/docs/subscriptions#add-a-subscription)). - **Share dialog**: Click the **Share** button in the subnav of applicable portal pages (see [**Portal Page Layout**](/v1/docs/portal-overview#portal-page-layout)). Next, fill in the **Subscription** tab (see [**Sharing by Subscription**](/v1/docs/portal-sharing-and-export#sharing-by-subscription)). The portal modules in which you can set up a subscription are listed in [**Sharable Views**](/v1/docs/portal-sharing-and-export#sharable-views). - **Subscribe dialog**: Click the **Actions** button in the subnav of applicable portal pages (see [**Portal Page Layout**](/v1/docs/portal-overview#portal-page-layout)), then click **Subscribe**. Fill in the details as described in the above Share dialog section (see [**Sharing by Subscription**](/v1/docs/portal-sharing-and-export#share-by-subscription)). ## AI Advisor Subscriptions ### About AI Advisor Subscriptions An AI Advisor subscription executes a user-defined [**AI Advisor**](/v1/docs/ai-advisor) prompt at a configured interval and sends the results to specified recipients. This is useful for teams that need recurring, automated AI-generated summaries, e.g., a NOC team that wants a nightly network health report delivered before the morning shift begins. Each delivery includes: - A PDF attachment containing the full conversation, including reasoning and tool call details. ### Setting Up an AI Advisor Subscription To create an **AI Advisor** subscription in the Kentik portal: ![Subscription settings for report sharing, including email and schedule options.](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/SUB-add-ai-advisor-sub.png) 1. Open the Organization Settings from the main nav bar, and select **Report Subscriptions**. 2. Click **Add Subscription**. 3. From the Share dropdown menu, select **AI Advisor**. 4. In the **AI Adv****isor Input Question** field, enter the prompt or question you want AI Advisor to answer on each run. You can use detailed, [**runbook-style**](/v1/docs/ai-advisor#runbooks) instructions. 5. Fill in any remaining info (file name, schedule, recipients, etc.) 6. Click **Share** to save and activate the subscription. ### Notes - AI Advisor subscriptions run automatically without human review of each execution. Ensure your prompt is carefully crafted to avoid unintended outputs. - The PDF attachment contains the full AI Advisor conversation, including intermediate reasoning steps. - AI Advisor subscriptions follow the same access control rules as other subscriptions: Admin-level users can create, edit, and remove them; Member-level users can subscribe or unsubscribe. ## Subscriptions Page UI The **Subscriptions** page is home to the [**Subscriptions List**](/v1/docs/subscriptions#subscriptions-list), which shows your organization’s active subscriptions. To access the page, choose **Report Subscriptions** from the [**Organization Settings**](/v1/docs/org-user-overview#organization-settings) menu on the portal's main navbar. > [!NOTE] > **Note:** While member-level users can access the page, view subscriptions, subscribe, or unsubscribe, only Admin-level users can add, edit, or remove report subscriptions (see [**About Users**](/v1/docs/users#about-users)). The page includes the following UI elements: - **Add Subscription**: A button (visible only to Admin-level users) that opens a [**Subscription Dialog**](/v1/docs/subscriptions#subscription-dialog) where you can add a subscription. - **Show/Hide Filters**: A button (filter icon) that toggles the **Filters** pane between expanded and collapsed. - **Search**: A field that shows lozenges for the filters currently set in the **Filters** pane and enables you to enter text. The **Subscriptions** list will be filtered to show only rows in which there's a match between the entered text and the **Title** or **Recipients** columns. Click the **X** at the right of the field to clear entered text, and the **X** in a lozenge to clear the corresponding filter. - **Filters**: A pane with controls that narrow the subscriptions shown in the **Subscriptions** list (see [**Subscriptions Filters**](/v1/docs/subscriptions#subscriptions-filters)). - **Subscriptions list**: A table listing your organization’s current subscriptions (see [**Subscriptions List**](/v1/docs/subscriptions#subscriptions-list)). ### Subscriptions Filters The **Filters** pane at the left of the [**Subscriptions List**](/v1/docs/subscriptions#subscriptions-list) narrows the list to subscriptions that match specified criteria. It includes the following controls: - **Type**: Radio buttons that filter the list of subscriptions to show: - **All subscriptions**: All subscriptions within your organization will be displayed in the **Subscriptions** list. - **Only my subscribed reports**: Only subscriptions to which you subscribe will display. - **Subscriptions shared externally**: Only subscriptions shared outside of the organization will display. - **Export Source**: Checkboxes that narrow the list to subscriptions that originate from the checked types of portal locations (see [**Sharable Views**](/v1/docs/portal-sharing-and-export#sharable-views)). > [!NOTE] > **Note**: “AI Advisor” is now an available source type. - **Frequency**: Checkboxes that narrow the list to subscriptions that are sent to subscribers at the checked intervals. - **Report File Type**: Checkboxes that narrow the list to subscriptions that are sent in the checked file format: PDF or CSV (see [**Portal Export Options**](/v1/docs/portal-sharing-and-export#portal-export-options)). ### Subscriptions List The **Subscriptions** list is a table that lists all active report subscriptions for your organization. To change the sort order of the list, click a heading to select a column, and click the resulting blue up or down arrow to choose the sort direction (ascending or descending). #### Subscriptions List Columns The **Subscriptions** list includes the following columns: - **Title**: The name given to the subscription. - **Export Source**: The kind of portal view (dashboard, saved view, etc.) from which the report was created (see [**Sharable Views**](/v1/docs/portal-sharing-and-export#sharable-views)). - **Frequency**: The interval (Daily, Weekly, etc.) at which the report is sent to subscribers (see Schedule in [**Subscription Tab UI**](/v1/docs/portal-sharing-and-export#subscription-tab-ui)). - **Recipients**: The subscribed email addresses. If there are too many addresses to fit, an ellipsis appears at the right of the field. - **Last Report Sent On**: The date that the most recent report was sent to subscribers. Hover over the date for a tool tip with the full date-time (UTC). - **Last Edited**: The date on which the subscription was last edited. Hover over the date for a tool tip with the full date-time (UTC). - **Created**: The date on which the subscription was created. Hover over the date for a tool tip with the full date-time (UTC). - **Actions**: A drop-down menu from which you can choose to edit, subscribe/unsubscribe, or remove the subscription (see [**Subscriptions Actions**](/v1/docs/subscriptions#subscriptions-actions)). > [!NOTE] > **Note**: Only Admin-level users can edit or remove a subscription. #### Subscriptions Actions The following actions are available from the **Action** menu that pops up from the vertical ellipsis at the right of each row: - ![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(127).png)**Edit** (Admin-level users only): Opens a [**Subscription Dialog**](/v1/docs/subscriptions#subscription-dialog) that allows you to change the subscription information (see [**Edit a Subscription**](/v1/docs/subscriptions#edit-a-subscription)). - **Subscribe**: Opens a dialog enabling you to confirm that you wish to be added to the subscription (using your Kentik-registered email address). - **Unsubscribe**: Opens a dialog enabling you to confirm that you wish to be removed from the subscription. This option is inactive if you're not already subscribed. > [!NOTE] > **Note**: If you are the only recipient of a subscription and you unsubscribe, that subscription will not display in the Subscriptions list. - **Remove** (Admin-level users only): Opens a confirmation dialog in which you can remove the subscription from your organization’s collection of subscriptions. ## Subscription Dialog Adding or editing a subscription via the Subscriptions page involves specifying information in the fields of the Subscription dialog.. > [!NOTE] > **Note:** The Subscription dialog is visible only to Admin-level users. ![](https://cdn.us.document360.io/082e25b5-afce-42d4-8f47-70bd3f1d02b7/Images/Documentation/image(128).png) ### Subscription Dialog UI The Subscription dialog includes the following UI controls: - **Cancel**: A control — either the **X** at the upper right or the **Cancel** button at the lower right — that exits the dialog while leaving all settings as they were when it was opened. - **Share**: Saves the dialog’s current settings and exits the dialog. ### Subscription Dialog Fields The fields of the Subscription dialog are the same as the fields on the **Subscription** tab of the Share dialog, covered in [**Subscription Tab UI**](/v1/docs/portal-sharing-and-export#subscription-tab-ui), except that there is no **Manage Subscriptions** link at the top of the dialog. ## Manage Subscriptions A subscription can be managed on the [**Subscriptions Page**](/v1/docs/subscriptions#subscriptions-page) (accessed via the [**Organization Settings**](/v1/docs/org-user-overview#organization-settings) menu) or added/edited in the portal location whose information you'd like to share via a subscription (see [**Sharable Views**](/v1/docs/portal-sharing-and-export#sharable-views)). ### Add a Subscription To add a new subscription: 1. Open the Subscriptions page from the [**Organization Settings**](/v1/docs/org-user-overview#organization-settings) menu on the portal's main navbar. 2. Click the **Add Subscription** button to open the Subscription dialog. 3. Specify the values of the fields in the dialog (see [**Subscription Dialog Fields**](/v1/docs/subscriptions#subscription-dialog-fields)). 4. Save the new subscription by clicking the **Share** button (lower right). ### Edit a Subscription To edit the settings for an existing subscription: 1. Open the Subscriptions page from the [**Organization Settings**](/v1/docs/org-user-overview#organization-settings) menu on the portal's main navbar. 2. In the [**Subscriptions List**](/v1/docs/subscriptions#subscriptions-list), find the row corresponding to the subscription you’d like to edit, then click the vertical ellipsis at the right of the row to open the Action menu. 3. Choose **Edit**. The Subscription dialog will open. 4. Edit the subscription settings by changing any fields that you'd like to modify (see [**Subscription Dialog Fields**](/v1/docs/subscriptions#subscription-dialog-fields)). 5. To save changes, click the **Share** button (lower right). ### Remove a Subscription To remove a subscription from your organization’s list of subscriptions: 1. Open the **Subscriptions** page from the [**Organization Settings**](/v1/docs/org-user-overview#organization-settings) menu on the portal's main navbar. 2. In the [**Subscriptions List**](/v1/docs/subscriptions#subscriptions-list), find the row corresponding to the subscription you’d like to edit, then click the vertical ellipsis at the right of the row to open the Action menu. 3. Choose **Remove**, then click **Remove** in the resulting confirmation dialog. The subnav is the gray, horizontal bar or strip located below the main navigation bar or navbar in various pages and modules. It typically contains page-wide controls and buttons specific to the page's functionality.