Ability to schedule a report to :
- Send it by email
- Send it to single, multiple or all users
Comments
Hello, how can we configure the sending of an automated report to an external user of business central? by email thanks a lot
Category: Reports and Business Intelligence
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.
Category: Reports and Business Intelligence
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/
Category: Reports and Business Intelligence
Business Central Team (administrator) on 3/2/2023 11:30:05 AM