I’m looking for guidance on the best way to set up an Account Schedule so that the report is sent to someone else’s email address.
I’ve used the Schedule option, which creates a Job Queue Entry, and I can amend that job as needed. However, when the report executes, it only appears in the Report Inbox / dashboard and does not get delivered via email. I also don’t receive it in my own inbox.
Could you please advise:
What is the recommended way to email an Account Schedule to a designated email address?
Whether there is an additional setup step I may be missing (e.g. email scenarios, report output settings, or job queue configuration)?
There is no such feature available in standard system where you can directly email the Financial report (Account schedule) or any other report to any email, even with Job queue. Unless the report function provides that for e.g. Customer statement, Purchase order, Reminder, Sales Invoice allows it.
The only way is to print it and email outside the system manually.
If you want to automate something like this, then you need to customize a report which will do this based on a job queue or manual run.
Regards,
Dhiren.
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