Schedule Report Subscriptions | AI Insights 365

Report subscriptions

Email a report on a recurring schedule — daily, weekly, or monthly — to any list of recipients.

Create

1. Open a report at /report/{guid}.
2. Click Subscribe in the toolbar. (It sits with Refresh, Snapshots, Export
   and Share — the view-mode toolbar; switch out of Edit if you cannot see it.)
3. In the Subscribe tab:
   • Name — e.g. Weekly Sales Snapshot
   • Recipients — comma-separated email addresses
   • Cadence — Daily / Weekly / Monthly
   • Time (UTC) — e.g. 08:00
4. Save Subscription.

Manage

The Manage tab lists your subscriptions for this report. Per row:

• Send Now — dispatch immediately
• Disable / Enable — pause and resume
• Delete — permanent

Cadence rules

• Daily — every day at the send time
• Weekly — same weekday as the start date
• Monthly — same day-of-month as the start date

Who can subscribe

Any workspace member. Admins (Owner, OrgAdmin) see every subscription; everyone else manages only their own.