Microsoft Dynamics 365
Ability to schedule a report to :
- Send it by email
- Send it to single, multiple or all users
Business Central Team (administrator)
on 9/8/2023 1:53:15 PM
When setting up a scheduled Report, it would be great to be able to define multiple recipients. This would be both for internal users, and external users.
Reports and Business Intelligence
Hello, how can we configure the sending of an automated report to an external user of business central? by email thanks a lot
As per my view, There should be Setup to define Report ID and Pre-Define Fitlers such as; Date Filters, Customer Filters, Dimension Filters (as per fields are available in the report). Based on these fields + there should a provision to define Sender Email ID and Receiver Email ID's (Receiver could be internal or external or any other people) + Define Interval (such as 1st Day of Every month, Last Date of Every Month, Quarterly, etc) + Provision to define Text in Email Subject, Email Body). Once scheduler runs, system shall share reports output in PDF / EXCEL to receiver.
We have an add-on that does this. We have not ported it to D365 BC yet but will if there is interest. More details are at: http://dynamicspath.com/products/reportpath/