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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.

This following discussions might be of help.

 

discussion 1

discussion 2
 

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

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.

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

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