Send a Report Subscription

Article summary

Did you find this summary helpful?

Thank you for your feedback

Report Subscriptions are sent at the scheduled time specified in the report subscription record. If a report needs to be sent immediately, it can be triggered from the Subscriptions page.

Security

To send a report subscription, users must have the following permission:

Reporting → Report Subscriptions → View Report Subscriptions

Reporting → Report Subscriptions → Edit Report Subscriptions

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) Use the checkboxes to select the report subscriptions to be sent.

4) Click Send Now in the bottom right corner.

5) Click yes in the confirmation pop-up.

Completing this action will not affect the next scheduled time set for the report subscription.