Lasernet email - excel file not in the attachment

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Posted on by Sha02

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Hi, what set-up to check when excel file is not attached in the email.

When my colleague ran a customer account statement and user lasernet email he received pdf and excel file in the email.

I only received pdf file, where can I check the difference in our set-up.

Thank you.

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Dynamics 365 Finance

Dynamics 365 Human Resources

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Holly Huffman 6,530 Super User 2025 Season 2 on at

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Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

The issue of not receiving the Excel file as an attachment in the Lasernet email could be due to differences in configuration or user-specific settings. Here's how you can troubleshoot and resolve it:

Steps to Check and Resolve

Verify Lasernet Configuration:

Open the Lasernet configuration tool and check the setup for the email output.

Ensure that the Excel file format is enabled as an attachment for the specific report (e.g., Customer Account Statement).

Compare User-Specific Settings:

Check if there are user-specific settings in Lasernet that determine which file formats are sent. Your colleague might have additional formats enabled for their user profile.

Review Report Settings:

In Dynamics 365, navigate to the report settings for the Customer Account Statement.

Confirm that the report is configured to generate both PDF and Excel outputs.

Check Email Template:

Review the email template used for sending the report. Ensure that it includes both the PDF and Excel file as attachments.

Permissions:

Verify that your user account has the necessary permissions to generate and receive Excel files as part of the report.

Test with Another User:

Log in with your colleague's credentials and test the report to confirm if the issue is user-specific.

Update Lasernet:

Ensure that you are using the latest version of Lasernet, as updates may include fixes for attachment-related issues.

Hope this helps :)

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Jonas "Jones" Melgaard 4,930 Most Valuable Professional on at

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You need to look at the monitor to see what is going on with the form in question: https://prsupportdownloads.blob.core.windows.net/lasernet/Documentation/Lasernet_10/Lasernet_Monitor.pdf

My advice is to set up a support case with Formpipe, they should be able to tell you quickly why it's not working for you.

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Vahid Ghafarpour 12,090 Super User 2025 Season 2 on at

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