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

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.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    Hi, You need to customize that to achieve this.

  • Prathama Profile Picture
    Prathama 94 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    MahGah 15,426 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    Prathama 94 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    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
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Can we schedule the report and send it to another email address in Business central?

    hi

    look this

    www.youtube.com/watch

    www.youtube.com/watch

    www.youtube.com/watch

    DAniele

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