---
title: "Report Subscription Record"
slug: "report-subscription-record"
description: "Reference for all report subscription fields: report, view, name, schedule (daily/weekly/monthly/period), and date settings."
updated: 2025-09-23T23:53:02Z
published: 2025-09-23T23:53:02Z
canonical: "docs.restaurant365.com/report-subscription-record"
---

> ## 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.

# Report Subscription Record

The Report Subscription record contains the settings for the selected [report subscription](/doc/docs/report-subscriptions). When [creating a new report subscription](/doc/docs/report-subscriptions-create-a-subscription) the window displays as ‘Add Report Subscription’ and when [editing a report subscription](/doc/docs/report-subscriptions-edit-a-subscription), the window displays as ‘Edit Report Subscription’. The parameters are dependent on the Report and schedule selected.

---

## Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S9HD9S5J.png)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Report | Sets the report for the report subscription. Users can choose from a list of all Reports available for selection within this Report Subscription. The reports displayed are determined by the user's permissions. > [!NOTE] > Only one Report can be selected for each subscription. |
| **2** | Report View | Sets the [report view](/doc/docs/report-views) for the selected report. Report views act a report parameter template. Users can choose from a list of previously created report views, which will be used to generate the report at the scheduled time. |
| **3** | Subscription Name | The name used for this Report Subscription. The name defaults to the Report Name + ‘Subscription’, but can be edited by the user. The name entered will be displayed in the [Reports Subscriptions page](/doc/docs/report-subscription-management-page) and can be used as the email subject. |
| **4** | Active Toggle | Activates the Report Subscription when toggled on. If this is not enabled, the Report Subscription can still be created but will not be sent until activated. |
| **5** | Select Location | Location used to generate an Actual Vs Theoretical Analysis report. > This field only appears when the Actual vs Theoretical Analysis report is selected (#1). |
| **6** | Count Template | The inventory count template used to generate an Actual Vs Theoretical Analysis report. Only inventory count templates with two or more associated counts can be selected. The name of the inventory count template and associated location are displayed in the dropdown menu. > This field only appears when the Actual vs Theoretical Analysis report is selected (#1). |
| **7** | From Count | Defines the first count used when generating an Actual vs Theoretical Analysis report as a set number (1-12) of inventory counts prior to the most recently performed inventory count for the selected template (#5). > This field only appears when the Actual vs Theoretical Analysis report is selected (#1). |
| **8** | To Count | Defines the last count used when generating an Actual vs Theoretical Analysis report. - **Most Recent** - The most recent inventory count for the selected template (#5) is used. - **Most Recent Minus** - The inventory count used is the specified number (1-12) of counts prior to the most recently performed inventory count for the selected template (#5). > When 'Most Recent Minus' is selected, the set number must be less than the value specified for the 'From Count' (#6). > This field only appears when the Actual vs Theoretical Analysis report is selected (#1). |
| **9** | Schedule | **Frequency**: The date and time the selected report will be scheduled to run. Users can choose one of the following options: - **Daily** - Sends the report every day or only on weekdays (Monday - Friday) based on the selected preference. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/d7362a0e-61d5-463b-8115-90e0ac7c8d74.png) - **Weekly** - Sends the report on the selected day(s) of the week. Users can also set the frequency (e.g., every 1 week, every 2 weeks). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WC78VB02.png) - **Monthly** - Sends the report based on a specific day of the month of based on a selected timing within the month (e.g., first monday, last friday). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/f58e5e4b-140a-4a3e-a160-a09bcdab35a2.png) - **Period** - Sends the report based on the selected fiscal or operational period. Users can set the frequency (e.g., every 1 period, every 2 periods) and the timing of the report (e.g., first day of the period, last day of the period). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QVST5OXB.png) **Start Date:** The first day the report will be sent. **Send Time:** The time the report will send. **Time Zone:** The time zone used to determine when the report will send. |
| **10** | Date Settings | The relative dates for which the Report's data is pulled. This section will only appear if the Report includes 'As Of' or 'Start' and 'End' dates in its Report Parameters. Depending on the selection made for this field, an additional field may appear where the number of days, the day of the week, or the date will need to be selected as well. Learn more about [date settings](/doc/docs/report-subscriptions-date-settings). The available date settings include: - Days Before Run Date - > [!NOTE] > This will be auto-selected if the Report View includes a 'Start' date of 'Yesterday'. - Run Date - > [!NOTE] > This will be auto-selected if the Report View includes an 'End' date of 'Today'. - First Day of Previous Week - Last Day of Previous Week - First Day of Current Week - First Day of Previous Month - Last Day of Previous Month - First Day of Current Month - Custom Date |
| **11** | Recipients | The recipients of the selected report. System and non-system users can be added as recipients. When typing in the **To** field, the system searches for R365 users matching the entered text. Non-R365 users can be added by entering their full email addresses and hitting Enter after each email. |
| **12** | Subject | The subject line of the email. Options include: - **R365 Default** - This is the default R365 option, which will display as 'R365 Reports: (Report Name) as of (Date Time)'. - **Subscription Name** - This is the name set for the Subscription (#3). - **Custom** - This will display a text field where a custom subject line up to 75 characters can be entered. Once selected, this field cannot remain blank. |
| **13** | Export Type | The manner in which the Report will be shared. Options include: - PDF - Excel - CSV - TXT - XML |

Structured documents that provide insights and summaries of various operational metrics and financial data.

Access rights granted to users or user roles that dictate what actions they can perform within the system.

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