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How can we send our own customized report through email in d365 business central

Posted on by 421

Hello every one we customized our report and create separate action for print report.

But now we are unable to send our customize report through email attachment.

  • Raviraj2277 Profile Picture
    Raviraj2277 181 on at
    RE: How can we send our own customized report through email in d365 business central

    Please pass correct date value in your formula. Currently your base date don't have any value

    Thanks

  • RE: How can we send our own customized report through email in d365 business central

    How can we fix error?

  • RE: How can we send our own customized report through email in d365 business central

    Yes, also using customer document profile.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: How can we send our own customized report through email in d365 business central

    As I understood, there is some error in the report, please fix that and then try again.

    Also you can use Document sending profile, Document Layouts

    learn.microsoft.com/.../sales-how-setup-document-send-profiles

    learn.microsoft.com/.../ui-define-customer-vendor-document-layouts

    Thanks.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,125 Super User 2024 Season 2 on at
    RE: How can we send our own customized report through email in d365 business central

    Please click on "How to report this issue" and copy to clipboard.

    review the call stack to identify the code that is causing the issue and fix it.

  • RE: How can we send our own customized report through email in d365 business central

    yes, use same process.

    But we cannot send our customize report through email.

    pastedimage1676982932233v1.png

  • RE: How can we send our own customized report through email in d365 business central

    System giving below error.

    pastedimage1676982771858v1.png

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,125 Super User 2024 Season 2 on at
    RE: How can we send our own customized report through email in d365 business central

    You can set the custom report in Report Selection - Sales as shown below and use standard action which will use custom report.

    pastedimage1676982824103v1.png

  • RE: How can we send our own customized report through email in d365 business central

    We customize our report on posted sale invoice.

    pastedimage1676982462048v2.png

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,125 Super User 2024 Season 2 on at
    RE: How can we send our own customized report through email in d365 business central

    please provode more details on what report is it like sales order etc.

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