Report subscriptions can be cloned (duplicated) on the Report Subscriptions page through quick actions. Cloning a report subscriptions creates a copy of the report 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
Navigation
Report subscriptions can be cloned from the Report Subscriptions page.
Navigation Menu
Open the Reports app.
From the menu, click Report Subscriptions.
My Report Page
Open the Reports app.
Open My Reports.
Click the Report Subscriptions button.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Clone a Report Subscription
Report subscriptions can be cloned from the Report Subscriptions page.
Click steps to expand for additional information and images.
1) Hover over the desired report subscription row then click the three dots to open the quick actions menu.
2) Select Clone in the quick action options.
3) Make desired changes in the Report Subscription record.
R365 Best Practice:
Enter a unique name to differentiate this Report Subscription from other records on the Report Subscriptions Page.
4) Save changes.
