This article is part of R365 Intelligence and covers dashboard subscriptions.

From the Dashboard Action Menu, users can 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. 

Only Users with the following permissions can create Dashboard Subscriptions:

Reporting → Intelligence → Share Content

Reporting → Intelligence → Publish Content

Creating 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

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 icon and click Schedule report send.

Dashboard Subscriptions Page

To create a dashboard subscription from the subscriptions page, first click the dashboard subscription manager icon from the Dashboards screen.

From the Subscriptions page, click the +Add button. 

Creating a new dashboard subscription will open the Add Intelligence Email Subscription form. From here, users can continue subscription setup.

Dashboard Subscription Setup

	Field	Description
	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.
	Dashboard	The 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.
	Subscription Name	The name given to the subscription being created.
	Frequency	How often the report is sent. Frequency options will vary depending on the selection. Here, users can select from the following options: Daily - The dashboard will send every day. Users can select whether this is every weekday or every day of the week. Weekly - The dashboard will send each week on the day or days selected. Monthly - The dashboard will send each month on the calendar day (ex. 1, 6, 28) or designated day (ex. 1st Sunday of the month).
	Start Date	The date that the dashboard subscription will officially activate.
	Send Time	The time that the dashboard report email will send to recipients.
	Time Zone	The dashboard report will send at the designated time based on the selected time zone.
	Recipients	The selected users that will receive the dashboard report. The user creating the subscription can add themselves and/or others to receive the report to the dashboard report email.
	Subject	The subject line when the dashboard report email is sent to the recipients. users can choose from the following: R365 Default - When selected, the subject line will read: Automatic Send: [Dashboard Name]  Custom - When selected, Users can type in their own subject line
	Export Type	Whether the dashboard report is sent as a PDF or an Excel file.

Dashboard Subscription Management

Users can view and manage dashboard subscriptions from the Dashboard Subscription page. From this page, Users can delete or activate/deactivate existing Subscriptions. 

To open the page, click the 'Report Sends' icon  in the top right corner of the Dashboard Library.

This will open the Subscriptions page, which lists all existing dashboard subscriptions.

On the Subscriptions grid users may see the following columns of information:

• 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. 

Editing a 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 necessary, then, click the Save button at the top of the form to save any changes. 

Deleting or Deactivating a Dashboard Subscription

Existing dashboard subscriptions can be deleted or deactivated at any time. Clicking the menu icon will allow Users to either delete or deactivate the subscription.

Users should 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.