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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Lasernet email - excel...
Finance | Project Operations, Human Resources, ...
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Lasernet email - excel file not in the attachment

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Posted on 28 Mar 2025 03:17:59 by Sharlene Aleman 96
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.
Categories:
Dynamics 365 Finance
Dynamics 365 Human Resources
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 3,236 Super User 2025 Season 1 on 28 Mar 2025 at 22:01:07
    Lasernet email - excel file not in the attachment
    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. 
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 4,128 on 28 Mar 2025 at 12:02:40
    Lasernet email - excel file not in the attachment
    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
    1. 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).
    2. 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.
    3. 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.
    4. Check Email Template:
      • Review the email template used for sending the report. Ensure that it includes both the PDF and Excel file as attachments.
    5. Permissions:
      • Verify that your user account has the necessary permissions to generate and receive Excel files as part of the report.
    6. Test with Another User:
      • Log in with your colleague's credentials and test the report to confirm if the issue is user-specific.
    7. 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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