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Report Subscriptions

  • 07/05/2026
  • Knowledge

How To
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You can set up scheduled report deliveries to save time and ensure relevant stakeholders receive updated reports at set intervals. The following reports are available for subscriptions: 

 
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Only LEAP Admin users can create or manage subscriptions. Non-Admin users can unsubscribe themselves only if the subscription includes multiple subscribers.

  • Report Subscriptions

Accessing the Subscriptions Page

 

To access the Subscriptions page, follow these steps:

  1. Go to the Reports page: Navigate to LEAP > Menu > Accounting > Reports.

  1. Open the Account Menu: Click on the user icon (your initials) in the top-right corner.

  1. Select Subscriptions: Choose Subscriptions from the menu to open the Subscriptions page.

Managing Existing Subscriptions

 

Once you are on the Subscriptions page, you can manage existing subscriptions by:

  • View a list of active subscriptions.
  • Edit or delete an existing subscription.
  • Filter subscriptions by a specific staff member.
  • Remove a staff member from all subscriptions at once.

The detailed instructions are as follows: 

View 

The Subscriptions page allows you to manage existing report subscriptions. It displays a list of active subscriptions, including key details such as:

  • Report Name – The title of the subscribed report.
  • Subscribers – The staff member(s) who will receive the report.
  • Frequency – How often the report is generated (e.g., weekly, monthly, or yearly).
  • Format – The file format of the report (e.g., PDF, Excel).
Edit/Delete 

There is an action menu (three-dot icon) for each subscription. Clicking this menu provides two options:

  • Edit Subscription – Modify the report subscription settings, including frequency, filters, and subscribers.
  • Delete Subscription – Delete the subscription.

Filter 

The Staff dropdown at the top left allows you to filter subscriptions by a specific staff member, making it easier to locate and manage their existing subscriptions. If the list is long, a search box will appear at the top of the dropdown to help you quickly find the staff member.

Remove

When viewing the search results for a specific staff member (i.e. selected from the Staff dropdown), the Remove from all button allows you to unsubscribe the staff member from all their report subscriptions in a single action. A confirmation prompt will appear before the removal is completed.

 

Creating A New Subscription

 

To create a new subscription, follow these steps: 

  1. Click on New Subscription at the top right to open the New Subscription window.

  1. Choose the report you want to subscribe to from the dropdown list and select the file format (e.g., PDF).

  1. Choose how often the report should be generated: Weekly, Monthly, or Yearly.

    • Weekly – Select a day (Monday to Sunday).
    • Monthly – Select a specific date of the month.
    • Yearly – Select a specific date in the year.

  1. Enter a file name for the report, provide an email subject for the subscription notification and enter any additional comments if needed.

  1. Click Edit Filters to adjust the report filters as needed. Display or Group By options may also be available, depending on the selected report. 

    Note:

    • To access all available filter options, generate the report from the individual report page.
    • Some reports may have pre-set filter options. You can use the Reset button to revert to these default settings.

  1. Click Add Subscribers to select staff members who will receive the report. Use the search function to find a specific staff member or sort the staff list in ascending or descending order for easy selection.

  1. Click Save to confirm and activate the subscription. If you need to cancel, click Cancel instead.

  1. Once a subscription is created, the report will be regularly generated according to the specified interval. The subscription will appear on the Subscriptions home page, displaying the subscribed report, Subscribers (recipients), Frequency, and Format.

Last Modified Date
7/05/2026 1:21 am
Title
Report Subscriptions
URL Name
Report-Subscriptions-CA

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Report Subscriptions