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Automatically email financial reports monthly

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Posted on by Jared M

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I watched a few videos on how to send monthly emails with custom reports in Business Central. However, these videos are outdated and I can't figure out where the new functionality is. They would say when printing the report, instead of print or preview, select /Send to/ and then choose /Schedule/ from the available options. However, /Schedule/ is not an option anymore. Where do I go to find this now?

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YUN ZHU 68,095 Super User 2024 Season 2 on at

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Automatically email financial reports monthly

Hi, first, not all reports support this feature.

https://learn.microsoft.com/en-ca/dynamics365/business-central/ui-work-report?wt.mc_id=DX-MVP-5004336#ScheduleReport

More details: https://yzhums.com/12435/

If you need to automatically send reports to customers, it is recommended to customize a new report or codeunit, and then set it in the Job Queue to run it regularly.

https://yzhums.com/7485/

Hope this helps.

Thanks.

ZHU

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