Clone a Report Subscription

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Report subscriptions can be cloned (duplicated) on the subscriptions page through quick actions. Cloning a report subscriptions creates a copy of the subscription record that can be edited as needed.

Security

To clone report subscriptions, users must have the following permissions:

Reporting → Report Subscriptions → View Report Subscriptions

Reporting → Report Subscriptions → Edit Report Subscriptions

Report subscriptions can be cloned from the Subscriptions page.

Click steps to expand for additional information and images.

1) Navigate to My Reports.

In the Accounting Application:

In the Smart Ops application:

2) Click Report Subscriptions next to the report search.

3) Hover over the desired report subscription row then click the three dots to open the quick actions menu.

4) Select Clone in the quick action options.

5) Make desired changes in the Email Subscription record.

R365 Best Practice:
Enter a unique name to differentiate this Report Subscription from other records on the Report Subscription Management Page.

6) Save changes.

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