Skip to main content
Solved

Automate the report and Send email after generating


Forum|alt.badge.img

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.

View original
Did this topic help you find an answer to your question?

4 replies

Forum|alt.badge.img

This following discussions might be of help.

 

discussion 1

discussion 2
 


Forum|alt.badge.img
  • Author
  • Varsity I
  • 114 replies
  • 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?


Forum|alt.badge.img
  • Author
  • Varsity I
  • 114 replies
  • 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
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2658 replies
  • August 8, 2024

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


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings