---
title: "Edit a Report Subscription"
slug: "report-subscriptions-edit-a-subscription"
description: "Edit an existing report subscription record to change the report, recipients, schedule, and date settings."
updated: 2025-08-26T17:00:17Z
published: 2025-08-26T17:00:17Z
canonical: "docs.restaurant365.com/report-subscriptions-edit-a-subscription"
---

> ## 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.

# Edit a Report Subscription

[Report subscriptions](/doc/docs/report-subscriptions) can be edited as needed. On the [Report Subscriptions page](/doc/docs/subscriptions-page), individual settings can be updated or settings can be updated in bulk.

---

## Security

To edit report subscriptions, users must have the following permission:

- Reporting → Report Subscriptions → View Report Subscriptions
- Reporting → Report Subscriptions → Edit Report Subscriptions

---

## Navigation

Report subscriptions can be opened to be edited from the Report Subscriptions page.

****Navigation Menu****

1. Open the **Reports** app.
2. From the menu, click **Report Subscriptions**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U9MPS0HH.png)

****My Report Page****

1. Open the **Reports** app.
2. Open **My Reports**.
3. Click the **Report Subscriptions** button.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YP4XPF01.png)

****Search****

Navigate to pages with the [R365 global search bar](/doc/docs/r365-search):

1. Enter all or part of the **page name** in the R365 global search bar.
2. Select the page from the results list.

> Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png)

---

## Edit Report Subscription Settings

Report subscription settings, including setup, recipients, and scheduling, can be updated after a subscription is created. Selecting an existing subscription opens the [Report Subscription Record](/doc/docs/report-subscription-record) , where changes can be made as needed.

To edit a report subscription, open the Report Subscriptions page, then follow these steps:

*Click steps to expand for additional information and images.*

****1)** Select the report subscription to be edited by double clicking the **subscription row.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EXDBO8XJ.png)

****2)** Update the desired settings in the [**Report Subscription Record**](/doc/docs/email-subscription-record).**

The parameters are dependent on the report and schedule selected.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TEBRS5KZ.png)

****3)** Click **save** to save all changes.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9FP0004V.png)

---

### Quick Actions

Quick actions (edit, delete, deactivate or activate, and clone) can be completed for an individual subscription directly from the [Report Subscriptions Management page](/doc/docs/report-subscription-management-page).

*Click steps to expand for additional information and images.*

****1)** Hover over the desired **report subscription row** then click the **three dots** to open the quick actions menu.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q00BIDWG.png)

****2)** Select the **desired** option.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N930OOBK.png)

---

## Edit Multiple Report Subscriptions

Report subscriptions can be updated by activating, deactivating, or deleting in bulk from the [Report Subscriptions page](/doc/docs/subscriptions-page).

*Click steps to expand for additional information and images.*

****1)** Use the **checkboxes** to select the report subscriptions to be edited.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JF1H1ZLK.png)

****2)** Click **Edit Selected** in the bottom right corner.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-82CPM3V0.png)

****3)** Select the desired option: **Activate, Deactivate** or **Delete.****

**Delete**- Deletes the selected report subscriptions.

> [!NOTE]
> This action cannot be undone.

**Activate** - Activates the selected report subscriptions. Activating a subscription will put it back in use. while deactivating a subscription will mark it as inactive until it is activated or deleted.

**Activate / Deactivate** - Deactivates the selected report subscriptions. Deactivating a subscription will mark it as inactive until it is activated or deleted.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7FNNKBKF.png)

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