Contents x
    Activate or Deactivate a Report Subscription
    • 02 Jan 2025
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Activate or Deactivate a Report Subscription

    • Updated on 02 Jan 2025
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Report subscriptions can be activated or deactivated in bulk or individually from the subscriptions page. Deactivating a report subscription preserves its settings but pauses the delivery of the report. Activating a subscription resumes its scheduled delivery at the configured cadence.

    Security

    To activate or deactivate  report subscriptions, users must have the following permissions:

    Reporting → Report Subscriptions → View Report Subscriptions

    Reporting → Report Subscriptions → Edit Report Subscriptions

    Activate or Deactivate in Quick Actions

    Report subscriptions can be activated or deactivated individually through quick actions on 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) Hover over the desired report subscription row then click the three dots to open the quick actions menu.

    4) Select the desired option: Activate/Deactivate.

    Activate - Activates the selected report subscriptions. Activating a subscription will put it back in use.  

    Deactivate - Deactivates the selected report subscriptions. Deactivating a subscription will mark it as inactive and the report will not be sent until it is activated.

    When complete, a success message will appear at the bottom of the subscriptions page:

    Activate or Deactivate in Bulk

    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 or Deactivate.  

    Activate - Activates the selected report subscriptions. Activating a subscription will put it back in use.  

    Deactivate - Deactivates the selected report subscriptions. Deactivating a subscription will mark it as inactive and the report will not be sent until it is activated.

    Was this article helpful?
    What's Next