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Small and medium business | Business Central, N...
Suggested Answer

Automate Finance Reports

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Posted on by 20

Is there a way to generate income statements and transaction reports automatically and have the system  email the reports to a recipient?

I have the same question (0)
  • Suggested answer
    Asif365 Profile Picture
    1,431 on at

    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

  • Steve Fitzgerald Profile Picture
    20 on at

    Thanks. Very helpful. Is there a way to automatically send the generated report to a specific email address?

  • Suggested answer
    Asif365 Profile Picture
    1,431 on at

    When you select the Scheduled reports the Report Output has an option to select Email.

    pastedimage1577457384716v1.png

    You can automate other process and task with MS Flow.
    https://www.youtube.com/watch?v=irxehbf7jk8

  • Steve Fitzgerald Profile Picture
    20 on at

    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?

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