Announcements
No record found.
Is there a way to generate income statements and transaction reports automatically and have the system email the reports to a recipient?
You can schedule or batch job a report to run at a specific date and time. Scheduled reports and batch jobs are entered in the job queue and processed at the scheduled time, similar to other jobs. You choose the Schedule option after you choose the Send to button, and then you enter information such as printer, and time and date. The report is then added to the job queue and will be run at the specified time.
www.youtube.com/watch
Thanks. Very helpful. Is there a way to automatically send the generated report to a specific email address?
When you select the Scheduled reports the Report Output has an option to select Email.
You can automate other process and task with MS Flow.https://www.youtube.com/watch?v=irxehbf7jk8
I don't have an option to output to email. Just PDF, Excel, etc. I know that I have smtp setup and verified the test emails get sent. Any suggestions?
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
OussamaSabbouh 1,974 Super User 2026 Season 1
YUN ZHU 1,131 Super User 2026 Season 1
Khushbu Rajvi. 628 Super User 2026 Season 1
