Create a Report Subscription
- 06 Jan 2025
- 3 Minutes to read
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Create a Report Subscription
- Updated on 06 Jan 2025
- 3 Minutes to read
- Print
- DarkLight
- PDF
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Report Subscriptions enable users to receive the desired reports via email daily, weekly, or monthly. These subscriptions can be set up and managed through the Subscriptions page.
Security
To create a report subscription, users must have the following permissions:
Reporting → Report Subscriptions → View Report Subscriptions
Reporting → Report Subscriptions → Create Report Subscriptions
Create a Report Subscription
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) Click + Add in the top right corner.
4) Select the Report for the subscription.
Not all reports are available as subscriptions. Users can use the dropdown to view available reports.
5) Select the Report View for the subscription.
Report Views determine the data included in the report for a report subscription.
Report views are created in My Reports and are specific to each report.
The list displays report views created by the current user or those marked as 'public.'
6) Update the Subscription Name. (Optional)
The subscription name will be displayed on the subscriptions page and can be used as the subject of the email subscription.
R365 Best Practice:
Enter a unique name to differentiate this report subscription from other records on the Subscriptions Page.
7) Select the frequency of the email subscription.
Frequency options:
Daily:
Select if the report should be sent:
Every day of the week
On week days only (Monday - Friday)
Weekly:
Select the day of the week the report should be sent.
Select the cadence for the report:
Every 1 Week
Every 2 Weeks
Every 3 Weeks
Every 4 Weeks
Every 5 Weeks
Monthly:
Select if the report should be sent:
On the same Calendar Day each month
On the [1st, 2nd, 3rd, 4th, last] day of the week
E.g. The 1st Monday of each month.
8) Select the additional Schedule settings: Start Date, Send Time, Time Zone.
Start Date: Select the first day the report will be sent.
Send Time: Select the time the report should be sent.
Time Zone: Select the time zone used to determine when the report will send.
9) Select the Date Settings for the Subscription: Start and End.
Users can choose from the following options for both the start and end dates:
Days before run date
Run date
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
10) Add the report subscription recipients.
To add recipients, begin typing in the To field. R365 users that match the search criteria will populate.
Users can also add non-R365 user emails by typing in the full email of the recipient and hitting enter.
All recipients will receive data based on the subscription creator’s level of access (location access & report roles), regardless of their own access permissions.
11) Select the subject of the email subscription.
Options Include:
R365 Default: When selected, the subject displays as ‘R365 Reports: [Report Name] as of [Date, Time].
This is the default R365 option.
Subscription Name: When selected, the subject displays as the Subscription Name selected in (#6).
Custom: When selected, a text field appears where the user can enter a custom subject line up to 75 characters.
Once selected, this field cannot remain blank.
12) Select the desired export type.
Select from the following options:
PDF
Custom PDF
When selected, additional PDF options are displayed where users can customize paper size, scaling, margins, etc.
Excel
13) Save the report subscription.
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