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Emailing of reports on a scheduled basis

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Posted on by SG-18090638-0

Hi all! I've been doing hours upon hours of research and simply can't find a way to scheduled reports that are then emailed to certain users.

For example - once a week, I would like an Aged Accounts Receivable report to run and email to our accounts receivable clerk.

I have found videos relating to scheduling reports, however these only run to the Report Inbox within Business Central and as it appears, no 'working' solution to get them from there to email.

I've been looking into Power Automate, but can't seem to action a report to run.

Would Jet Reports or Power BI be a way to action this?

Any help would be GREATLY appreciated! 😊

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Khushbu Rajvi. 1,899 on at

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Emailing of reports on a scheduled basis

Adding more: https://www.youtube.com/watch?v=Pxa-QgRfv_o

https://www.youtube.com/watch?v=VniZiGp0_tI
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Yi Yong 841 Super User 2024 Season 2 on at

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Emailing of reports on a scheduled basis

Hello,

The standard schedule email cannot generate the report with a dynamic period.

If you want the schedule email function to send to email instead of Report Inbox, you can refer to this youtube guide.
https://www.youtube.com/watch?v=m4r8hFRTKFc

JetReports and PowerBi are mainly used as financial dashboard/analytics.

You can take a look at the AppSource for this solution.

https://appsource.microsoft.com/en-us/marketplace/apps?page=1&search=email%20report

Otherwise, I have one app created for this purpose.

https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/pubid.dataoutput1724378430407%7Caid.email_any_report%7Cpappid.f1fc0b7a-0afc-44eb-93bd-d6d345a27807?tab=overview

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