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Small and medium business | Business Central, N...
Suggested Answer

Can we schedule the report and send it to another email address in Business central?

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Posted on by 94

Hi Guys,

Is there is any way to schedule the report and send it to another email address in Business central?

Let me know if there are any ways to do this.

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    21,710 Moderator on at

    Hi, You need to customize that to achieve this.

  • Prathama Profile Picture
    94 on at

    If I want to auto schedule report that is aged accounts receivable reports should be send to CFO, CTO on monthly basis whenever I am receiving the report. 

    Let me know if there are any ways to do this.

  • Suggested answer
    Nitin Verma Profile Picture
    21,710 Moderator on at

    Hi,

    Did you try the Document layout from the customer card to define the email address and default report?

    pastedimage1675129013450v1.png

  • Suggested answer
    YUN ZHU Profile Picture
    96,281 Super User 2025 Season 2 on at

    Hi, just to add some info for default email address. Hope this helps as well.

    Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B)

    https://yzhums.com/31281/

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    There is a good example here that you can look at. They use the receivables report but it should work the same way in your case:

    www.innovia.com/.../two-ways-to-schedule-reports-in-business-central

  • Suggested answer
    MahGah Profile Picture
    15,529 on at

    That is part of codeunit

    I have used below app (free) before as well but it does not populate date

    appsource.microsoft.com/.../PUBID.canarys_automation|AID.canarys_mail_utility|PAPPID.2edd7224-5609-4939-b317-8379086daf53

  • Prathama Profile Picture
    94 on at

    If I want to schedule a report in Aged Accounts Payable to run monthly, but the Aged as of date should get changed as per the scheduled date can we do it, or is it part of customization?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    Yes, you can do that. You can simply create a codeunit that executes the report with a PDF as output and mail it to who every you like.

    Then you can put that codeunit in a job schedule and configure it to run at your required schedule.

  • Suggested answer
    DAnny3211 Profile Picture
    11,399 on at

    hi

    look this

    www.youtube.com/watch

    www.youtube.com/watch

    www.youtube.com/watch

    DAniele

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