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Hello all,

I created a new report which display the project transactions for selected Branch, from and to period. Client would like to get it in the email every Monday for previous period. Can anyone help me ?

Branch: ABC
From: 05-2023
To: 05-2026
 


This is similar to Transaction for Period report (Acumatica default report ScreenId=GL633000).
Could you please help me to create a business event for ScreenId=GL633000 and based on it I can create it for the report which I created.

Ram

Sorry for typo in above topic.
It is :-
Branch: ABC
From: 05-2023
To: 05-2023

Hi @ramuv9 were you able to find a solution? Thank you!

Hi @Chris Hackett 

Yes, I am able to create the business event.

To achieve this I updated the default period in the report to previous month and directly referred the report in the business event.

Thank you

 

Thank you for sharing your solution with the community @ramuv9!

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