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Automate the report and Send email after generating

  • July 29, 2024
  • 4 replies
  • 261 views

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Hi, how can I schedule a report to be automatically generated and emailed to my customers whenever a new report is available based on specific dates? Additionally, the system currently only allows exporting the report in PDF or Excel format, but I need it in a text file. Is there a way to automate this entire process in acumatica Like using buisness events or any other thing? Or If I try using Python for this, will it cause any issues with Acumatica? Please guide me.

Best answer by tahayabali

I have automated this task using Python Selenium. The code works with both custom and present dates, retrieves the report data, saves it to a text file, and sends it via email every week.

4 replies

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This following discussions might be of help.

 

discussion 1

discussion 2
 


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  • Author
  • Captain I
  • August 1, 2024

@varthinibhaskaran18 Can you please guide me on how to make export scenario of report? what’s the best way to do it?


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  • Author
  • Captain I
  • Answer
  • August 8, 2024

I have automated this task using Python Selenium. The code works with both custom and present dates, retrieves the report data, saves it to a text file, and sends it via email every week.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • August 8, 2024

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