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    Edit a Report Subscription
    • 06 Jan 2025
    • 2 Minutes to read
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    Edit a Report Subscription

    • Updated on 06 Jan 2025
    • 2 Minutes to read
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    Article summary

    Report subscriptions can be edited as needed. On the Subscriptions page, users can update individual settings or perform bulk actions such as activating, deactivating, or deleting multiple subscriptions.

    Security

    To edit report subscriptions, users must have the following permission: 

    Reporting → Report Subscriptions → View Report Subscriptions

    Reporting → Report Subscriptions → Edit Report Subscriptions

    Edit Subscription Settings

    Report subscription settings, including setup, recipients, and scheduling, can be updated after a subscription is created. Selecting an existing subscription opens the Edit Email Subscription Window, where changes can be made as needed.

    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.

    The subscriptions page will open.

    3) Select the report subscription to be edited by double clicking the subscription row.

    4) Update the desired settings in the Email Subscription Record.

    The parameters are dependent on the report and schedule selected.

    5) Click save to save all changes.

    Quick Actions

    Quick actions (edit, delete, deactivate or activate, and clone) can be completed for an individual subscription directly from the Report Subscriptions Management 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.

    The subscriptions page will open.

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

    4) Select the Edit desired option.

    Open the Email Subscription Record where settings can be updated.

    Edit Multiple Subscriptions

    Report subscriptions can be updated by activating, deactivating, or deleting in bulk 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.

    The subscriptions page will open.

    3) Use the checkboxes to select the report subscriptions to be edited.

    4) Click Edit Selected in the bottom right corner.

    5) Select the desired option: Activate, Deactivate or Delete.

    Delete- Deletes the selected report subscriptions.

    This action cannot be undone.

    Activate - Activates the selected report subscriptions. Activating a subscription will put it back in use.  while deactivating a subscription will mark it as inactive until it is activated or deleted.

    Activate / Deactivate - Deactivates the selected report subscriptions. Deactivating a subscription will mark it as inactive until it is activated or deleted.

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