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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatically email fi...
Small and medium business | Business Central, N...
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Automatically email financial reports monthly

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Posted on by Jared M 40
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 However, these videos are outdated and I can't figure out where the new functionality is.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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Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    Automatically email financial reports monthly
    Hi, first, not all reports support this feature.
     
    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.
     
    Hope this helps.
    Thanks.
    ZHU

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