36

Ability to schedule a report to :


- Send it by email


- Send it to single, multiple or all users


 


 

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
From the suggestion we feel the request is targeted at internal users only? Is that assumption correct? You are saying schedule and send email to USERS.
Is there an expectation to enumerate specific reports as for internal use only, e.g. they cannot be sent outside of the company, or they can be sent but to specific list of whitelisted contact (e.g. extenal accoutant)?

 ​
Sincerely,​
Ivan Koletic
PM, Microsoft​

Comments

M

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

M

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