Contents x
    R365 Intelligence Dashboard Subscriptions
    • 14 Aug 2024
    • 4 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    R365 Intelligence Dashboard Subscriptions

    • Updated on 14 Aug 2024
    • 4 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    This article is part of R365 Intelligence and covers dashboard subscriptions.

    From the Dashboard Action Menu, users can set up subscriptions for a dashboard. Dashboard subscriptions can be set up to send daily, weekly, or monthly to selected users. When a dashboard subscription is set up, the report will send to the selected users at the specified time. 

    Only users with the following permissions can create Dashboard Subscriptions:

    • Reporting → Intelligence → Share Content

    • Reporting → Intelligence → Publish Content

    Navigation

    To navigate to the Subscriptions page, click the dashboard subscription manager icon from the Dashboards page.

    A screenshot of a computer  Description automatically generated

    Users will be navigated to the Subscriptions page, which will list all created dashboard report subscriptions, both active and inactive. 

    A screenshot of a computer  Description automatically generated

    Subscriptions Grid

    Users can view and manage dashboard subscriptions from the Dashboard Subscription page. From this page, users can create and manage existing Subscriptions. 

    A screenshot of a computer  Description automatically generated

    Subscriptions Grid Columns

    On the Subscriptions grid users may see the following columns of information:

    Column

    Description

    Status

    Whether the report subscription is active or inactive.  Only active subscriptions are being sent on their scheduled day(s)/time. Inactive Subscriptions do not send.

    Subscription Name

    The name given to the dashboard subscription.

    Dashboard

    The dashboard that the subscription is for. This is the dashboard that is sent on the scheduled day(s)/time.

    Recipients

    The users that receive the report.

    Subject

    The subject line of the email with the dashboard subscription.

    Last Sent

    The day and time that this dashboard was last sent.

    Next Scheduled

    The next time that the dashboard subscription is meant to be sent.  

    Created On

    The date that the subscription was created.  

    Modified ON

    The last date that the subscription was modified.

    Create a Dashboard Subscription

    Setting up a dashboard subscription can be done in two ways:

    • From the dashboard action menu

    • From the +Add button on the dashboard Subscriptions page

    From the Dashboard Action Menu

    To create a dashboard subscription from the action menu, locate the dashboard that needs to be sent out. Then, open the dashboard action menu by clicking the menu icon  and click Schedule report send.

    A screenshot of a computer  Description automatically generated

    From the Dashboard Subscriptions Page

    From the Subscriptions page, click the +Add button. 

    A screenshot of a computer  Description automatically generated

    Creating a new dashboard subscription will open the Add Intelligence Email Subscription form. From here, users can continue subscription setup.

    Dashboard Subscription Setup

    A screenshot of a computer  Description automatically generated

    Field

    Description

    1

    Active Toggle

    When toggled on, this subscription will be active and sent out on the day(s) it is scheduled to send. When toggled off, the subscription will not send.

    2

    Dashboard

    Dashboard that is going to be sent.

    When the subscription setup is open from the +Add button on the Subscriptions page, users will be able to select a dashboard from the dashboards that they have access to. If setup is opened from the dashboard action menu, the dashboard will already be selected, and this field cannot be edited. 

    3

    Subscription Name

    Name given to the subscription created. 

    4

    Frequency

    How often the report is sent. Frequency options will vary depending on the selection. Here, users can select from the following options:

    • Daily - The dashboard will send every day. Users can select whether this is every weekday or every day of the week.
       A blue and black square with a black arrow in the middle  Description automatically generated

    • Weekly - The dashboard will send each week on the day or days selected.
       A black text on a white background  Description automatically generated

    • Monthly - The dashboard will send each month on the calendar day (ex. 1, 6, 28) or designated day (ex. 1st Sunday of the month).


       

    5

    Start Date

    Date that the dashboard subscription will officially activate.

    6

    Send Time

    Time that the dashboard report email will send to recipients.

    7

    Time Zone

    Dashboard report will send at the designated time based on the selected time zone.

    8

    Recipients

    Selected users that will receive the dashboard report. The user creating the subscription can add themselves and/or others to receive the report to the dashboard report email.

    9

    Subject

    Subject line when the dashboard report email is sent to the recipients. Users can choose from the following:

    • R365 Default - When selected, the subject line will read: Automatic Send: [Dashboard Name] 

    • Custom - When selected, users can type in their own subject line  A white rectangle with black outline  Description automatically generated

    10

    Export Type

    Whether the dashboard report is sent as a PDF or an Excel file.

    Edit an Existing Dashboard Subscription

    To edit a dashboard subscription, double-click the subscription from the list on the Subscriptions page. This will open the subscription editor in a sidesheet. 

    Edit the subscription as necessary, then, click the Save button at the top of the form to save any changes. 

    Subscription Action Menus

    The dashboard Subscriptions page has two action menus accessible to users. One menu can be opened by clicking the menu icon  from a subscription listing on the grid. The bulk edit action menu can be opened by checking the checkbox beside the subscription on the list.  

    Menu Icon

    By clicking the menu icon, users can do the following:

    Field

    Description

    1

    Delete

    Deletes the subscription. When deleted, the subscription will be removed from the list. 

    2

    Activate/Deactivate

    Changes the active status of the dashboard subscription. When the selected subscription is inactive, the menu will have the Activate option. When the subscription is active, the menu will have the Deactivate option.

    3

    Duplicate

    Creates a copy of the dashboard subscription with the same settings. The duplicate subscription will be created with a status of Inactive. The subscription will have to be activated. 

    Checkbox Selection

    From the enabled bulk edit menu, users can do the following to one or multiple subscriptions at one time:

    Field

    Description

    1

    Send Now

    Sends the selected dashboard subscription(s) in the present moment. Users will be asked to confirm whether they wish to send the subscription 'now.'

    A screenshot of a phone  Description automatically generated

    2

    Activate

    Activates the selected dashboard subscription(s). 

    3

    Deactivate

    Deactivates the selected dashboard subscription(s). 

    4

    Delete

    Deletes the selected dashboard subscription(s). 

    Delete vs. Deactivate

    Users should delete a dashboard subscription if it is no longer needed, nor will it be necessary in the future. Deleting a subscription will remove all settings and remove the subscription from the list. 

    When a dashboard subscription is deactivated, the subscription will remain on the list with a status of 'Inactive.' All subscription settings will remain the same, but the dashboard report will not be sent. Deactivated subscriptions can be reactivated at any time.

    Was this article helpful?
    What's Next