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Hi Community,
I understand each user can schedule reports, but what if I want to send a report to a group of users at a scheduled interval?
I am sure this can be done with codeunits in AL, but is there a standard means to do this in BC?
The example is - I would like to schedule 5 different reports to go to 3 different groups of people. So it is more efficient for me to schedule/send, vs each person having to do so.
Thank you in advance
While Business Central does allow individual users to schedule and receive reports, sending a report to a group of users at a scheduled interval can require a more customized solution.
Luckily, there are a few different options available to accomplish this. One way is to create a codeunit in AL that retrieves the report and sends it out to a designated group of users via email or another communication method. This would require some development work, but it can be a great solution if you have specific requirements for the report delivery.
Another option is to use a third-party extension that provides group reporting functionality. Some extensions allow you to create and manage report distribution groups within Business Central, making it easy to schedule and send reports to specific groups of users.
It's also worth noting that some cloud-based email services, such as Microsoft Exchange Online, have built-in functionality to distribute reports to groups of users on a scheduled basis. This can be a great option if you already have a cloud-based email service in place.
Ultimately, the best approach will depend on your specific needs and technical capabilities. If you need more guidance on this, I'd recommend consulting with a Business Central expert or Microsoft partner. They can help you evaluate the available options and choose the best one for your organization.
You can not do this is Business Central with out coding as far as I know.
But as you already mention yourself - using AL you have lots of options to achieve this.
Maybe you also can look into using Power BI for the reports so you do not have to distribute them.
hi
it is possible to send reports to a group of users at a scheduled interval in Business Central. One way to achieve this is by creating a custom codeunit that includes a function to generate and send reports to the specified group of users.
Here are the basic steps to achieve this:
Create a custom codeunit that includes a function to generate and send the report. The function should include parameters for the report ID, the recipients (e.g. a group of users), and the scheduling interval.
Within the function, you can use the REPORT.RUNMODAL function to generate the report, and the CODEUNIT.RUN function to send the report to the specified recipients.
In order to schedule the report to run at a specific interval, you can create a job queue entry and set the job queue event to trigger the custom codeunit.
Finally, you can configure the job queue to run at the desired interval, and specify the report ID and recipient group for each scheduled run.
This approach will allow you to automate the generation and distribution of reports to a group of users on a regular schedule, without requiring each individual user to schedule the reports themselves.
Daniele
Hi,
You can try the relationship management module of Business Central. Its a bit of setup you need to do but its a no code solution.
See the link below, its in NAV but almost same is in BC as well.
(+) Using mailing groups to send contact mails - Microsoft Dynamics NAV Community
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