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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to automate routin...
Small and medium business | Business Central, N...
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How to automate routine report to be sent every week?

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Posted on by Community member 12
Hello. 
 
I am attempting to automate a report every week and have it sent to my inbox - specifically, the jobs per items report for an item for the prior 7 days. 
 
It seems like the posting date filter here is where I should start, but I'm struggling to have the field /hold the formula/ instead of it being immediately converted at the time of creation of the original report. 
 
I.E below - I've typed CD..CD-7D in the posting date filters field in an attempt to have the report run for the date range of /7 days prior to today/. However, the code gets immediately converted to hard dates so by the time I enter schedule, all it does is run the report repeatedly every week for the same Feb14-21st period.
 
 
 
Many thanks in advance. Any help is much appreciated. 
Categories:
Business Central
Business Central
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    How to automate routine report to be sent every week?
    Hi, you can consider using Job Queue and just set Recurrence. But if you want to automatically send emails, you may need some minor customization, such as creating a codeunit to send the report.
     
    Hope this can give you some hints.
    Thanks.
    ZHU
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    How to automate routine report to be sent every week?
    Moved the question to the Business Central forum.
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 9,596 Super User 2024 Season 2 on at
    How to automate routine report to be sent every week?
    Hi,
    I hope this can help you and give you some hints.
    Best regards,
    Mohamed Amine Mahmoudi

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