---
title: "R365 Intelligence Dashboard Subscriptions"
slug: "r365-intelligence-dashboard-subscriptions-1"
updated: 2026-04-13T15:35:47Z
published: 2026-04-13T15:35:47Z
canonical: "docs.restaurant365.com/r365-intelligence-dashboard-subscriptions-1"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Dashboard Subscriptions

This article is part of R365 AI Dashboards and covers **dashboard subscriptions**.

From the [Dashboard Action Menu](/doc/docs/r365-intelligence-dashboard-action-menu), 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. The dashboard will send with the most recently saved filter options relative to the time that the dashboard subscription is sent.

Only users with the following permissions can create Dashboard Subscriptions:

- Reporting → Intelligence → Share Content
- Reporting → Intelligence → Publish Content
- Reporting → Intelligence → Create Subscription

---

## Video - How to Set Up Dashboard Email Subscriptions

[How To Set Up Dashboard Email Subscriptions](https://player.vimeo.com/video/1111478602?badge=0&autopause=0&player_id=0&app_id=58479)

---

## Navigation

1. Open the **Reports** app.
2. Select **AI Dashboards**.
3. Click the **dashboard subscription manager** icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-mdgtcoq4.png) .

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OQO2SB9N.png)

---

## AI Dashboards Subscriptions Page

The Subscriptions page lists all created dashboard subscriptions, both active and inactive. From this page, create new and manage existing dashboard subscriptions.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IEVCD9LT.png)

### Subscriptions Table Columns

On the **Subscriptions** table 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 button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-cifi5cln.png) and click **Schedule report send**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SETXSPP7.png)

### From the Dashboard Subscriptions Page

From the **Subscriptions** page, click the **Create** button.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-712JRISE.png)

Creating a new dashboard subscription will open the **Add AI Dashboards Email Subscription** form. From here, continue subscription setup.

---

## Dashboard Subscription Setup

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J8JBNSNR.png)

|  | **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, select from the following options: - **Daily** - The dashboard will send every day. 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](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-iayurimd.png) - **Weekly** - The dashboard will send each week on the day or days selected. ![A black text on a white background Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-jedy2o6w.png) - **Monthly** - The dashboard will send each month on the calendar day (ex. 1, 6, 28) or designated day (ex. 1st Sunday of the month). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-dyehsbuu.png) |
| **5** | Start Date | Date that the dashboard subscription will officially activate. |
| **6** | Send Time | Time that the dashboard report email will send to recipients. > [!NOTE] > The dashboard will send with the most recently saved filter options relative to the time that the subscription is sent. |
| **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 dashboard report email. > [!NOTE] > Recipients for dashboard subscriptions can include both [active AI Dashboards users](/doc/docs/r365-intelligence-sharing-dashboards) with access to the dashboard and external users. However, R365 users without access to the specific dashboard **cannot** be added as recipients for the subscription. > [!WARNING] > Recipient Location Access and Security > > The dashboard data viewable by a user is limited by location access. When shared with other users, the only dashboard data shown will be the data that the user has access to based on their location access. > > > > Users will **not** see data for locations that they are not associated with. > > > > **Location Filtering Not Applicable** > > Location filtering based on access does **not** apply to dashboards exported as a .csv file and then sent to other individuals. The exported dashboard will export with the sender’s view of the data. > > Location filtering also does **not** apply to dashboards with imported data as imported data is not tied to R365 user access and permissions. |
| **9** | Subject | Subject line when the dashboard report email is sent to the recipients. Choose from the following: - **R365 Default** - When selected, the subject line will read: Automatic Send: [Dashboard Name] - **Custom** - When selected, type in their own subject line ![A white rectangle with black outline Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-0z92lxx1.png) |
| **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 needed, then, click the **Save** button at the top of the form to save any changes.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X8LBFGCC.png)

---

## Subscription Action Menus

The dashboard Subscriptions page has two action menus accessible to users. One menu can be opened by clicking the menu icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-73qlm64v.png) from a subscription listing on the grid. The bulk edit action menu can be opened by checking the checkbox ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-mbhyrvld.png)beside the subscription on the list.

### Subscription Menu

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LTDOHCQK.png)

The menu has the following options:

|  | **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

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XJOLQ618.png)

From the bulk action bar, the following options are available:

|  | **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](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/r365-intelligence-dashboard-subscriptions-image-yc44khrb.png) |
| **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

**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.