---
title: Report Subscriptions
description: With report subscriptions, Premium and Enterprise users can set up a custom report to run on a schedule and automatically deliver to their email.
---

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# Report Subscriptions

Set up a custom report to run on a schedule and arrive in your email on its own, so you no longer have to generate and send it by hand. This article walks you through subscribing to a saved report, changing a subscription later, and the schedule options you can choose from.

Premium

Enterprise

In this article

1. [Creating a report subscription](https://help.sortly.com/report-subscriptions#create)
2. [Editing a report subscription](https://help.sortly.com/report-subscriptions#edit)
3. [Report subscription options](https://help.sortly.com/report-subscriptions#options)
4. [Frequently asked questions](https://help.sortly.com/report-subscriptions#faq)

### Creating a report subscription

Before you can subscribe, you need a saved custom report. If you haven't created one yet, see [Saved Reports](https://help.sortly.com/saved-reports?hsLang=en) to get started.

1

Select Reports in the left menu and find the saved report you want to subscribe to.

2

Select the three-dot menu on the report, then select Subscribe.

![Selecting Subscribe from the three-dot menu on a saved report](https://help.sortly.com/hubfs/savedreports.gif)

3

In Subscribe to Report, choose your report format, schedule, and time, then select Subscribe.

![Subscribe to Report window with CSV format, Weekly schedule, Monday, and 12:00 PM selected](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/54590283196955-1.png)

4

In the report list, an envelope icon appears next to the report to confirm your subscription.

![Envelope icon next to a subscribed report in the Reports list](https://help.sortly.com/hubfs/savedreports2.png)

---

### Editing a report subscription

Need to change the format, schedule, or time? Select the three-dot menu next to the report, then select Subscribed.

![Three-dot menu on a subscribed report with Subscribed highlighted](https://help.sortly.com/hubfs/savedreports3.png)

---

### Report subscription options

When you create a subscription, you can choose from these settings:

Setting

Choices

Format

CSV or XLSX

Schedule

Daily, Weekly, or Monthly

Day of the week

Any day (weekly and monthly only)

Time of day

8 AM, 12 PM, 4 PM, or 8 PM

### Frequently Asked Questions

Which plans support report subscriptions?

Report subscriptions are available on Premium and Enterprise plans.

Do I need a saved report before I can subscribe?

Yes. Report subscriptions are set up on top of an existing saved report, so create and save your custom report first.

Can I change the format, schedule, or delivery time later?

Yes. Select the three-dot menu next to the report, then select Subscribed to update any of your subscription settings.

How will I know a report is subscribed?

In the report list, subscribed reports show an envelope icon next to them confirming the subscription is active.

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